Nicholas Trevino has been an investment adviser representative at Global View Capital Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Nicholas Trevino’s longest registration was 2 years at Fidelity Personal and Workplace Advisors (2022–2025). Before joining Global View Capital Management in 2026, Nicholas Trevino was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- – present · under a yearGrapevine, TX · Adviser representative · Firm CRD 158292
- – · under a yearGrapevine, TX · Adviser representative · Firm CRD 158292
- Strategic Advisers LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Nicholas Trevino is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 20 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 May 2022 |
| Series 7TO | General Securities Representative Examination | 2 March 2022 |
| SIE | Securities Industry Essentials Examination | 23 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nicholas Andrew Trevino
- CRD
- 2056957
- Firm
- Global View Capital Management · CRD 158292
- Office
- 1701 WEST NW HIGHWAY, Grapevine, TX 76051
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Trevino work?
Nicholas Trevino is an investment adviser representative registered through Global View Capital Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Trevino a financial advisor?
Yes. Nicholas Trevino has a current investment-adviser registration in Texas, through Global View Capital Management since July 2026.
How many years of experience does Nicholas Trevino have?
Nicholas Trevino has 3 years in the financial industry, since February 2023, across 3 adviser firms.
What exams has Nicholas Trevino passed?
Nicholas Trevino has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2022.
Where did Nicholas Trevino work before Global View Capital Management?
Before Global View Capital Management, Nicholas Trevino was registered through Strategic Advisers LLC, March 2025 to May 2025; Fidelity Personal and Workplace Advisors, May 2022 to March 2025.
Where is Nicholas Trevino based?
Nicholas Trevino’s registered office is in Grapevine, TX.
Is Nicholas Trevino registered with FINRA?
No. Nicholas Trevino has no current broker registration.
How can I verify Nicholas Trevino’s record?
Search CRD 2056957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Trevino’s full registration record.
