Trevor Maxwell Mann
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
13 yearsExperience
1 stateRegistered in
$339.2MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyMay 2023 to now
- Walser Wealth Management Company, A Limited Liability Company (cMay 2023 to now
- Morgan StanleyFeb 2022 to Apr 2023
- 360 Wealth & BenefitsJan 2021 to Jan 2022
- Principal Life Insurance CompanyDec 2020 to Jan 2022
- Principal Securities IncDec 2020 to Jan 2022
- 360 Wealth & BenefitsJan 2020 to Dec 2020
- Cs&l Cpa'sJan 2019 to Oct 2019
- Waters EdgeMay 2016 to Sep 2018
- StudentApr 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 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
- 7213686
- Firm CRD
- 206518