Trever Robbins has been an investment adviser representative at Arcadia Wealth Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
Arcadia Wealth Management, LLC is a Manchester, NH firm with $446M under management, 669 clients and 10 advisers across 2 offices, as of its August 2026 filing.
Trever Robbins’ longest registration is the current one, 2 years at Arcadia Wealth Management since 2024. Before joining Arcadia Wealth Management in 2024, Trever Robbins was registered through Avantax Advisory Services.
- – present · 2 yearsManchester, NH · Adviser representative · Firm CRD 284925
- Avantax Advisory Services– · under a yearDallas, TX · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Trever Robbins is registered as an investment adviser representative in 2 states. The first approvals date from May 2024; the most recent is Massachusetts, in June 2024.
- MassachusettsSince 4 June 2024
- New HampshireSince 16 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 August 2023 |
| Series 7TO | General Securities Representative Examination | 27 June 2023 |
| SIE | Securities Industry Essentials Examination | 19 April 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trever Lawrence Robbins
- CRD
- 7565959
- Firm
- Arcadia Wealth Management · CRD 284925
- Office
- 155 DOW STREET, SUITE 301, Manchester, NH 03101
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Trever Robbins work?
Trever Robbins is an investment adviser representative registered through Arcadia Wealth Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Trever Robbins a financial advisor?
Yes. Trever Robbins has a current investment-adviser registration in Massachusetts and New Hampshire, through Arcadia Wealth Management since May 2024.
How many years of experience does Trever Robbins have?
Trever Robbins has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has Trever Robbins passed?
Trever Robbins has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2023.
Where did Trever Robbins work before Arcadia Wealth Management?
Before Arcadia Wealth Management, Trever Robbins was registered through Avantax Advisory Services, August 2023 to August 2023.
Where is Trever Robbins based?
Trever Robbins’ registered office is in Manchester, NH.
Is Trever Robbins registered with FINRA?
No. Trever Robbins has no current broker registration.
How can I verify Trever Robbins’ record?
Search CRD 7565959 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trever Robbins’ full registration record.
