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Inactive

Trevor Robert Marshall

Iconiq Capital, LLC

San Francisco, CA

New York, NY

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Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

360 Park Ave S, New York, NY 10010 • 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
Whitney High School Rocklin CA 07/2015 05/2019
The Cheesecake Factory Roseville CA 08/2019 05/2021
Traveling Rocklin CA 05/2019 08/2019
Kee & Associates Rocklin CA 01/2021 06/2021
University Of California, Berkeley Berkeley CA 06/2021 05/2023
Jordan Park Group San Francisco CA 06/2022 08/2022
Jordan Park Group New York NY 07/2023 07/2025
Traveling Rocklin CA 05/2023 07/2023
Iconiq Capital New York NY 07/2025 Present
  • 07/2015 → 05/2019
    Whitney High School
    Rocklin, CA
  • 08/2019 → 05/2021
    The Cheesecake Factory
    Roseville, CA
  • 05/2019 → 08/2019
    Traveling
    Rocklin, CA
  • 01/2021 → 06/2021
    Kee & Associates
    Rocklin, CA
  • 06/2021 → 05/2023
    University Of California, Berkeley
    Berkeley, CA
  • 06/2022 → 08/2022
    Jordan Park Group
    San Francisco, CA
  • 07/2023 → 07/2025
    Jordan Park Group
    New York, NY
  • 05/2023 → 07/2023
    Traveling
    Rocklin, CA
  • 07/2025 → Present
    Iconiq Capital
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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