Trever Lawrence Robbins
Investment adviser representative at Arcadia Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$445.5MFirm 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 assets
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
12 years in the industry.
- Arcadia Wealth Management, LLCMay 2024 to now
- Avantax Advisory ServicesJun 2023 to now
- Avantax Investment Services Inc.Jun 2023 to now
- N/aAug 2023 to May 2024
- Bartley FinancialJan 2023 to Feb 2023
- Tss Wealth Management LLCJun 2022 to Aug 2023
- NAAug 2021 to Jun 2022
- Southern New Hampshire UniversityAug 2020 to Jul 2024
- Carefree Quechee VacationsMay 2020 to Aug 2021
- UnemploymentMay 2020 to Aug 2020
- Big Fatty's BbqDec 2018 to Mar 2020
- Harpoon BreweryJan 2018 to Sep 2018
- Hartford High SchoolAug 2016 to May 2020
- UnemployedMay 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Arcadia Wealth Management, LLC
$445.5MAssets managed
669Clients
11Advisers
5 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
- 7565959
- Firm CRD
- 284925