Trevor William Deubner

Employer firm

Westend Advisors, LLC CRD 133279

$1.87B regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• MODEL PORTFOLIOS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2020
  The Hun School Of Princeton (Education)
  Princeton, NJ
• 06/2020 → 06/2024
  The University Of North Carolina Chapel Hill (Education)
  Chapel Hill, NC
• 06/2022 → 07/2022
  Ameriprise Financial
  Marlton, NJ
• 06/2023 → 07/2023
  Davis Moore Capital
  Raleigh, NC
• 07/2024 → 06/2026
  Principal Funds Distributor
  Charlotte, NC
• 03/2025 → 06/2026
  Principal Securities, Inc.
  Charlotte, NC
• 06/2026 → Present
  Victory Capital Services, Inc.
  Charlotte, NC
• 06/2026 → Present
  Westend Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2026-02-09 → 2026-06-23
  Principal Securities, Inc.
  Charlotte, NC
  Charlotte, NC
• 2026-02-09 → 2026-06-23
  Principal Asset Management
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-05
• S63 Uniform Securities Agent State Law Examination
  2025-01-18

Other Names

• Trevor William Deubner
• Trevor Deubner