Trevor John Cobb
Investment adviser representative at Avantia Investment Services, LLC
11 yearsExperience
1 stateRegistered in
$119.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Avantia Investment Services, LLCMay 2020 to now
- Omdurman, LLC, d/b/a AvantiaMay 2020 to now
- Goldman SachsNov 2015 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WA).
Avantia Investment Services, LLC
$119.1MAssets managed
30Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5549449
- Firm CRD
- 307869