Member · Marquis Wealth Management Group
Trevor R. Whitley
CRD 4985041 · Named on Form ADV at one SEC-registered adviser
At a glance
Marquis Wealth Management Group, an SEC-registered wealth manager based in Fort Myers, FL with $489 million in regulatory assets, lists Trevor R. Whitley on its Form ADV as Member, a control person.
Firms and roles
- Marquis Wealth Management GroupMemberWealth manager · Fort Myers, FL · $489M in regulatory assets
AtlasMembers
Trevor’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Trevor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian P O'ConnellMember, Marquis Wealth Management Group
- Richard E. KrichbaumPresident/managing Member/chief Compliance Officer, Marquis Wealth Management Group
- Susan K. SandsSecretary, Marquis Wealth Management Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.