Trevor Lee Mann

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2016 → 12/2020
  James Madison University
  Goochland, VA
• 01/2017 → 05/2019
  Panera
  Fredericksburg, VA
• 02/2018 → 05/2018
  Furlong Law
  Stafford, VA
• 05/2020 → 08/2020
  Benchmark Construction
  Powhatan, VA
• 10/2018 → 06/2019
  Olive Garden
  Harrisonburg, VA
• 10/2020 → 10/2023
  Self-Employed
  Richmond, VA
• 10/2020 → 10/2023
  Self-Employed
  Richmond, VA
• 10/2020 → 10/2023
  Self-Employed
  Richmond, VA
• 10/2023 → 10/2024
  Self-Employed
  Charlotte, NC
• 10/2023 → 10/2024
  Self-Employed
  Charlotte, NC
• 02/2026 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2026 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 02/2026 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC
• 01/2017 → 10/2018
  Germanna Community College
  Fredericksburg, VA
• 10/2024 → 12/2025
  Pacific Gateway Equity
  Charlotte, NC
• 12/2022 → Present
  Trevor L Mann, Llc
  Charlotte, NC

Previous Registrations

• 2024-02-13 → 2024-11-15
  Park Avenue Securities Llc
  Glen Allen, VA
  Richmond, VA
  Charlotte, NC

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: TREVOR L MANN, LLC NON-INVESTMENT-RELATED ADDRESS: GOOCHLAND, VA NATURE OF BUSINESS: MARKETING POSITION: OWNER START DATE: 12/2022 APPROXIMATE HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONTRACTED CONSULTING

Exams

• S66 Uniform Combined State Law Examination
  2023-12-29
• S63 Uniform Securities Agent State Law Examination
  2021-08-10

Other Names

• Trevor Lee Mann
• Trevor L Mann
• Trevor Mann