Trever Lawrence Robbins

Employer firm

Arcadia Wealth Management, LLC CRD 284925

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2023 → Present
  Avantax Investment Services Inc.
  Lebanon, NH
• 06/2023 → Present
  Avantax Advisory Services
  Lebanon, NH
• 06/2022 → 08/2023
  Tss Wealth Management Llc
  Lebanon, NH
• 01/2023 → 02/2023
  Bartley Financial
  Bedford, NH
• 05/2020 → 08/2021
  Carefree Quechee Vacations
  Quechee, VT
• 12/2018 → 03/2020
  Big Fatty's Bbq
  White River Junction, VT
• 01/2018 → 09/2018
  Harpoon Brewery
  Windsor, VT
• 08/2016 → 05/2020
  Hartford High School
  Hartford, VT
• 08/2020 → 07/2024
  Southern New Hampshire University
  Manchester, NH
• 05/2020 → 08/2020
  Unemployment
  Fair Haven, VT
• 05/2014 → 12/2017
  Unemployed
  White River Junction, VT
• 08/2023 → 05/2024
  N/A
  Hooksett, NH
• 05/2024 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH
• 08/2021 → 06/2022
  Na
  Fair Haven, VT

Previous Registrations

• 2023-08-03 → 2023-08-23
  Avantax Advisory Services
  Lebanon, NH
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-08-02

Designations

• Certified Financial Planner

Other Names

• Trever L Robbins
• Trever Lawrence Robbins
• Trever Lawrence Robbins