Trevor Lee Scott
Investment adviser representative at Vanguard Advisers, Inc.
11 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Self-employedDec 2025 to now
- Goldlake Capital Partners, LLCJul 2025 to Feb 2026
- Peak American Investment Advisors, Inc.Jan 2025 to Jul 2025
- Fisher InvestmentsNov 2023 to Jan 2025
- Goldman Sachs Ayco Personal Financial ManagementJul 2021 to Nov 2023
- Schaffner, Miller, Hasting, and Connelly Co.Oct 2019 to Jul 2021
- Berkshire Hathaway HomeservicesMay 2019 to Sep 2019
- Ricketts, Ricketts, & AssociatesMay 2018 to Aug 2018
- Papa John'sMay 2017 to Aug 2017
- Michigan State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn 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
- 6954019
- Firm CRD
- 106715