Trevor Blake Bryant

Employer firm

Westshore Wealth CRD 283843

$662M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Westshore Wealth
  Newport Beach, CA

Previous Registrations

• 2015-02-26 → 2016-07-22
  Rgt Wealth Advisors
  Irvine, CA
  Dallas, TX
• 2009-01-27 → 2013-07-25
  Barclays Capital Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-01-26
• S63 Uniform Securities Agent State Law Examination
  2007-04-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Trevor B Bryant