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Trevor Joseph Allburn

Corient

Shaker Heights, OH

CRD 7694464

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-12
TX RA APPROVED 2026-02-11
  • OH RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

3401 Tuttle Road Suite 290, Shaker Heights, OH 44122 • 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
Paragon Advisors, Inc. Shaker Heights OH 05/2014 05/2024
Corient Services Llc Miami FL 05/2024 Present
Corient Shaker Heights OH 05/2024 Present
  • 05/2014 → 05/2024
    Paragon Advisors, Inc.
    Shaker Heights, OH
  • 05/2024 → Present
    Corient Services Llc
    Miami, FL
  • 05/2024 → Present
    Corient
    Shaker Heights, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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LINCOLN INVESTMENT
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Nearby Investors

MELISSA SUE COSTELLO
MARY THERESE KOZAR
Erin Donahue

Nearby Offices

CAPITAL ADVISORS, LTD., LLC · SHAKER HEIGHTS, OH
LINCOLN INVESTMENT · SHAKER HEIGHTS, OH
ALIGN CAPITAL PARTNERS, LP · SHAKER HEIGHTS, OH

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