Trevor Lawrence Mcghie
Investment adviser representative at Serenity Investment Advisors
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$513.6MFirm assets
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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
- Pension consulting
Experience
12 years in the industry.
- Serenity Investment AdvisorsSep 2025 to now
- Verity Asset ManagementJul 2024 to Sep 2025
- Imp Financial ServicesJan 2019 to Sep 2025
- AXA Advisors, LLCJun 2018 to Jan 2019
- Cal State FullertonJul 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, IL, NC).
Serenity Investment Advisors
Legal name: Serenity Investment Advisors LLC
$513.6MAssets managed
434Clients
6Advisers
4 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
- 6986456
- Firm CRD
- 307924