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Trey Phillip Stern

Edward Jones

Sarasota, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-24
  • FL RA
    APPROVED
    Since 2026-08-24

Branch Locations

1517 State St Suite 101, Sarasota, FL 34236-5825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2019 03/2021
Capstone Collegiate Communities Tallahassee FL 05/2018 07/2018
S-One Holdings Corporation Sarasota FL 06/2017 08/2017
Charles Schwab & Co., Inc. Sarasota FL 04/2021 03/2022
Fidelity Investments Sarasota FL 03/2022 07/2026
Florida State University Tallahassee FL 08/2015 05/2019
Edward Jones St Louis MO 08/2026 Present
  • 05/2019 → 03/2021
    Edward Jones
    St Louis, MO
  • 05/2018 → 07/2018
    Capstone Collegiate Communities
    Tallahassee, FL
  • 06/2017 → 08/2017
    S-One Holdings Corporation
    Sarasota, FL
  • 04/2021 → 03/2022
    Charles Schwab & Co., Inc.
    Sarasota, FL
  • 03/2022 → 07/2026
    Fidelity Investments
    Sarasota, FL
  • 08/2015 → 05/2019
    Florida State University
    Tallahassee, FL
  • 08/2026 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
  • 2025-03-31 → 2026-08-11
    Strategic Advisers Llc
    Sarasota, FL
    Sarasota, FL
    Boston, MA
  • 2022-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
  • 2021-04-20 → 2022-03-31
    Charles Schwab & Co., Inc.
    Oak Brook, IL
    Sarasota, FL
  • 2019-08-13 → 2021-03-23
    Edward Jones
    Maryland Heights, MO
    St Louis, MO
    Bradenton, FL
    St. Louis, MO
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2019-08-09
Other Names
  • Trey Phillip Stern
  • Trey Stern
  • Trey P Stern

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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