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Trevor Brad Sluman

Strategic Advisers LLC

Palm Beach Gardens, FL

Lantana, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
FL RA APPROVED 2025-05-13
  • TX RA
    APPROVED
    Since 2026-02-04
  • FL RA
    APPROVED
    Since 2025-05-13

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Lantana, FL • 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
Capstone Hospitality Delray Beach FL 08/2024 08/2024
Team Guru Boca Raton FL 05/2024 06/2024
Fidelity Investments Palm Beach Gardens FL 10/2024 Present
Lynn University Boca Raton FL 08/2015 12/2016
Trevor Sluman Delray Beach FL 09/2016 04/2024
Unemployed Delray Beach FL 09/2024 09/2024
University Of Louisville Louisville KY 09/2011 12/2016
Unemployed Delray Beach FL 07/2024 07/2024
  • 08/2024 → 08/2024
    Capstone Hospitality
    Delray Beach, FL
  • 05/2024 → 06/2024
    Team Guru
    Boca Raton, FL
  • 10/2024 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
  • 08/2015 → 12/2016
    Lynn University
    Boca Raton, FL
  • 09/2016 → 04/2024
    Trevor Sluman
    Delray Beach, FL
  • 09/2024 → 09/2024
    Unemployed
    Delray Beach, FL
  • 09/2011 → 12/2016
    University Of Louisville
    Louisville, KY
  • 07/2024 → 07/2024
    Unemployed
    Delray Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
  • S66 Uniform Combined State Law Examination
    2025-02-26

View on SEC IAPD

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