Trevor Lawrence Schwartz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2024 to now
- Lightower Wealth ManagementFeb 2024 to now
- Newport Beach Wealth ManagementFeb 2024 to now
- Raymond James Financial Services, Inc.Feb 2024 to now
- Alpha Cubed Investments, LLCJan 2022 to Jan 2024
- Capital GroupSep 2019 to Jan 2022
- Northwestern MutualDec 2018 to Aug 2019
- UnemployedAug 2018 to Dec 2018
- University of ArizonaAug 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7045446
- Firm CRD
- 149018