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Trevor Hopkins

Strategic Advisers LLC

Minneapolis, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

Minneapolis, MN • 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
Minnesota Army National Guard Moorhead MN 01/2014 02/2020
Cabela'S East Grand Forks MN 05/2016 02/2017
Gate City Bank Grand Forks ND 03/2017 05/2018
Renewal By Andersen Roseville MN 07/2018 06/2019
Lpl Financial, Llc Bloomington MN 10/2019 05/2022
Personal Wealth Partners, Llc Bloomington MN 07/2019 10/2022
Cx Institutional, Llc Bloomington MN 06/2022 03/2023
Fidelity Investments Minneapolis MN 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 02/2020
    Minnesota Army National Guard
    Moorhead, MN
  • 05/2016 → 02/2017
    Cabela'S
    East Grand Forks, MN
  • 03/2017 → 05/2018
    Gate City Bank
    Grand Forks, ND
  • 07/2018 → 06/2019
    Renewal By Andersen
    Roseville, MN
  • 10/2019 → 05/2022
    Lpl Financial, Llc
    Bloomington, MN
  • 07/2019 → 10/2022
    Personal Wealth Partners, Llc
    Bloomington, MN
  • 06/2022 → 03/2023
    Cx Institutional, Llc
    Bloomington, MN
  • 03/2023 → Present
    Fidelity Investments
    Minneapolis, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minneapolis, MN
  • 2022-06-22 → 2023-03-20
    Cx Institutional, Llc
    Auburn, IN
    Bloomington, MN
  • 2021-12-22 → 2022-10-25
    Personal Wealth Partners Llc
    Bloomington, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-09
  • S66 Uniform Combined State Law Examination
    2020-01-09
Other Names
  • Trevor Allen Hopkins
  • Trevor Hopkins

View on SEC IAPD

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