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Trevor John Grant

Investment adviser representative at Northwestern Mutual Investment Services,LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
54 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.

Fixed or flat feeOther

Experience

12 years in the industry.

  1. Northwestern Mutual Wealth Management CompanyMar 2026 to now
  2. Northwestern Mutual Investment Services, LLCJul 2025 to now
  3. Nicholas DrouinMay 2025 to now
  4. Bank of America N.A.Jan 2024 to Apr 2025
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to Apr 2025
  6. Fidelity InvestmentsOct 2021 to Jan 2024
  7. Shaw'sJan 2020 to Oct 2021
  8. Beverly BankMar 2019 to Oct 2021
  9. North Shore BankMar 2019 to Oct 2021
  10. Market BasketSep 2017 to Oct 2018
  11. Salem State UniversityJun 2017 to Jan 2021
  12. Market BasketJul 2016 to Aug 2017
  13. Masconomet Regional High SchoolSep 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NH).

Northwestern Mutual Investment Services,LLC

Legal name: Northwestern Mutual Investment Services, LLC

$0Assets managed
1Clients
2,130Advisers
54 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
7461258
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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