Trevor Lee Mann
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Vanguard Advisers, Inc.Feb 2026 to now
- The Vanguard Group, Inc.Feb 2026 to now
- Vanguard Marketing CorporationFeb 2026 to now
- Trevor L Mann, LLCDec 2022 to now
- Pacific Gateway EquityOct 2024 to Dec 2025
- Self-employedOct 2020 to Oct 2024
- Benchmark ConstructionMay 2020 to Aug 2020
- Olive GardenOct 2018 to Jun 2019
- Furlong LawFeb 2018 to May 2018
- PaneraJan 2017 to May 2019
- Germanna Community CollegeJan 2017 to Oct 2018
- James Madison UniversityOct 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7314081
- Firm CRD
- 106715