Nicholas Andrew Trevino

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

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

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

Current Employers

Employment History

• 09/2021 → 04/2025
  Fidelity Investments/Fidelity Brokerage Services, Llc
  Smithfield, RI
• 08/2021 → Present
  Trident Sailing Academy Llc
  Grapevine, TX
• 05/2021 → 09/2021
  Lyft
  San Francisco, CA
• 05/2018 → 09/2021
  Accent Graphics Inc.
  Grand Prairie, TX
• 02/2017 → 04/2018
  Harbinger
  Jacksonville, FL
• 07/2015 → 02/2017
  True North Sign Solutions
  Euless, TX
• 09/2008 → 12/2016
  Signtronix
  Dallas, TX
• 08/2025 → 12/2025
  Global View Capital Advisors., Llc
  Waukesha, WI
• 09/2025 → 12/2025
  Global View Capital Management, Llc
  Waukesha, WI
• 06/2026 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 07/2026 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 03/2026 → Present
  Trident Powerboat Academy Llc
  Grapevine, TX
• 08/2025 → 11/2025
  Experior Financial Group, Inc.
  Cheektowaga, NY
• 03/2025 → 05/2025
  Strategic Advisers Llc
  Boston, MA

Previous Registrations

• 2025-10-02 → 2025-12-09
  Global View Capital Management Llc
  Waukesha, WI
  Grapevine, TX
• 2025-03-31 → 2025-05-19
  Strategic Advisers Llc
  Westlake, TX
  Grapevine, TX
  Boston, MA
• 2022-05-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

[1] TRIDENT SAILING ACEDEMY LLC; NOT INVESTMENT RELATED; ADDRESS: 732 N. DOVE ROAD, GRAPEVINE, TX 76051; NATURE: SAILING SERVICES; POSITION: MANAGING MEMBER, OWNER, FOUNDER AND LEAD INSTRUCTOR; STARTED: 08.20.2021; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 30 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: SALES AND MARKETING FOR SAILING SERVICES AND PROVIDE SAILING INSTRUCTIONS TO CUSTOMERS. [2] TRIDENT POWERBOAT ACADEMY LLC; NOT INVESTMENT RELEATED; ADDRESS: 732 N. DOVE ROAD, GRAPEVINE, TX 76051; NATURE: BOATING INSTRUCTING SERVICES; POSITION: MANAGING MEMBER, OWNER, FOUNDER AND BOATING INSTRUCTOR; STARTED: 03.03.2026; APPROX. ZERO HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS: RESPONSIBILITIES: SALES AND MARKETING FOR BOATING INSTRUCTIONS AND INSTRUCT CUSTOMERS HOW TO OPERATE A BOAT. [3] BLUE CROSS BLUE SHIELD; NOT INVESTMENT RELATED; ADDRESS: 1001 E. LOOKOUT DRIVE, RICHARDSON, TX 75082; NATURE: INSURANCE; POSITION: AGENT; STARTED: 04.14.2026; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL MEDICARE AND HEALTH INSURANCE. [4] AETNA HEALTH & LIFE INSURANCE COMPANY; NOT INVESTMENT RELATED: ADDRESS: 151 FARMINGTON AVENUE, HARTFORD, CT 06156; NATURE: INSURANCE: POSITION: AGENT; STARTED: 06.17.2026; APPROX. 4 HRS./MO DURING TRADING HOURS; APPROX. 4 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE AND HEALTH INSURANCE. [5] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 06.17.2026; APPROX. 160 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 40 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [6] ASH BROKERAGE; YES INVESTMENT RELATED; ADDRESS; 888 S. HARRISON STREET, SUITE 900, FORT WAYNE, IN 46802; NATURE: INSURANCE; POSITION: INDEPENDENT INSURANCE AGENT; STARTED: JULY 2026; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL ANNUITIES, DISABILITY INSURANCE AND VARIOUS OTHER INSURANCE PRODUCTS. [7] UNITED HEALTHCARE, NOT INVESTMENT RELATED; ADDRESS: 28 E 2100 S, SALT LAKE CITY, UT 84115; NATURE: INSURANCE; POSITION: AGENT; STARTED: 07.08.2026; APPROX. 20 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL MEDICARE INSURANCE COVERAGE (CONTRACTING).

Exams

• S66 Uniform Combined State Law Examination
  2022-05-05

Other Names

• Nicholas A Trevino
• Nicholas Trevino
• Nico Trevino
• Nick Trevino