Trevor Brooks Plesko
Investment adviser representative at Nasdaq Dorsey Wright
19 yearsExperience
1 stateRegistered in
$1BFirm assets
39 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Nasdaq Dorsey WrightFeb 2026 to now
- Dorsey, Wright & Associates, LLCJun 2024 to now
- StudentAug 2023 to Jun 2024
- Dorsey, Wright & Associates, LLCJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- Foods of All NationsJun 2022 to Aug 2022
- StudentAug 2021 to Jun 2022
- Ivy Road HouseJun 2021 to Aug 2021
- StudentAug 2007 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Nasdaq Dorsey Wright
Legal name: Dorsey, Wright & Associates, LLC
$1BAssets managed
840Clients
20Advisers
39 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
- 7960945
- Firm CRD
- 104925