Charles Trew has been an investment adviser representative at Bellwether Investment Group since October 2023, and is not listed among the firm’s executive officers or direct owners.
Bellwether Investment Group, LLC is a Hixson, TN firm with $155M under management, 313 clients and 6 advisers across 6 offices, as of its February 2026 filing.
Investment adviser representative registrations
Charles Trew is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- GeorgiaSince 25 October 2023
- TennesseeSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2023 |
| Series 7 | General Securities Representative Examination | 16 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Kenneth Trew
- CRD
- 6022327
- Firm
- Bellwether Investment Group · CRD 148114
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Trew work?
Charles Trew is an investment adviser representative registered through Bellwether Investment Group, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Charles Trew a financial advisor?
Yes. Charles Trew has a current investment-adviser registration in Georgia and Tennessee, through Bellwether Investment Group since October 2023.
How many years of experience does Charles Trew have?
Charles Trew has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Charles Trew passed?
Charles Trew has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 2013.
Is Charles Trew registered with FINRA?
No. Charles Trew has no current broker registration.
How can I verify Charles Trew’s record?
Search CRD 6022327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Trew’s full registration record.