Trevor Lawrence Schwartz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2022 → 01/2024
  Alpha Cubed Investments, Llc
  Irvine, CA
• 09/2019 → 01/2022
  Capital Group
  Irvine, CA
• 12/2018 → 08/2019
  Northwestern Mutual
  Irvine, CA
• 08/2015 → 08/2018
  University Of Arizona
  Tucson, AZ
• 02/2024 → Present
  Raymond James Financial Services, Inc.
  Newport Beach, CA
• 02/2024 → Present
  Newport Beach Wealth Management
  Newport Beach, CA
• 08/2018 → 12/2018
  Unemployed
  Costa Mesa, CA
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Newport Beach, CA
• 02/2024 → Present
  Lightower Wealth Management
  Newport Beach, CA

Previous Registrations

• 2022-01-25 → 2024-01-16
  Alpha Cubed Investments, Llc
  Costa Mesa, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-22

Designations

• Certified Financial Planner