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Trevore James Meyer

Financial Design Studio, Inc.

Deer Park, IL

CRD 6747222

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Employer firm

Financial Design Studio, Inc. CRD 286686

$106M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • TAX PREPARATION SERVICES

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

Current Employers
Financial Design Studio, Inc.

21660 West Field Parkway Suite 118, Deer Park, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-08-27
TX RA APPROVED_RES 2019-09-13
IL RA APPROVED 2019-08-09
  • KS RA
    APPROVED
    Since 2021-08-27
  • TX RA
    APPROVED_RES
    Since 2019-09-13
  • IL RA
    APPROVED
    Since 2019-08-09

Branch Locations

21660 West Field Parkway Suite 118, Deer Park, IL 60010 • 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
Responsive Financial Group, Inc. Arlington Heights IL 02/2010 12/2016
Presence Financial North Barrington IL 02/2017 07/2019
Financial Design Studio, Inc. Deer Park IL 08/2019 Present
  • 02/2010 → 12/2016
    Responsive Financial Group, Inc.
    Arlington Heights, IL
  • 02/2017 → 07/2019
    Presence Financial
    North Barrington, IL
  • 08/2019 → Present
    Financial Design Studio, Inc.
    Deer Park, IL
Previous Registrations
  • 2017-02-17 → 2019-11-04
    Presence Financial Inc.
    North Barrington, IL
Designations
  • Certified Financial Planner
Other Names
  • Trevore Meyer

View on SEC IAPD

Nearby Firms

CITIGROUP ALTERNATIVE INVESTMENTS LLC
CITIGROUP GLOBAL MARKETS INC.
RUDIUS MANAGEMENT, L.P.

Nearby Investors

MICHAEL PATRICK NOLAN
Alexios Coscoros
SAHIL KUMAR VARMA

Nearby Offices

CITIGROUP ALTERNATIVE INVESTMENTS LLC · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · New York, NY

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