Trevor Nelson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2023 → 08/2023
  Wentworth By The Sea
  New Castle, NH
• 08/2020 → 05/2024
  Colorado Mesa University
  Grand Junction, CO
• 08/2024 → 08/2025
  Fidelity Brokerage Services Llc / Fidelity Investments
  Merrimack, NH
• 05/2021 → 01/2024
  T & J Landscaping
  Portsmouth, NH
• 04/2020 → 06/2021
  Pearls Lanscaping
  Greenland, NH
• 08/2015 → 06/2020
  Portsmouth High School
  Portsmouth, NH
• 06/2017 → 08/2019
  Wentworth By The Sea
  New Castle, NH
• 01/2023 → 05/2024
  Colorado Mesa University
  Grand Junction, CO
• 05/2022 → 08/2024
  Latitudes Restaurant
  New Castle, NH
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Beverly, MA
• 11/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Beverly, MA

Other Businesses

(1) Name of Business: Cornerstone Financial Partners LLC Address: 900 Cummings Ctr Ste 307T, Beverly, MA, 01915-6181, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate - assists financial advisors with financial plan preparation and additional support. (2) Name of Business: Lazy Jacks Address: 54 Ceres Street, Portsmouth, NH, 03801, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part time bartending, 1 day a week (on the weekend). This will only take place in the summer months as the restaurant is seasonally open.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-07
• S63 Uniform Securities Agent State Law Examination
  2024-11-27

Other Names

• Trevor Thomas Nelson