Trevor Saunders has been an investment adviser representative at Darwin Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Darwin Wealth Management, LLC is a Tampa, FL firm with $614M under management, 835 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Trevor Saunders’ longest registration is the current one, 2 years at Darwin Wealth Management since 2023.
- Innovation Partners LLCAlso current– present · 1 yearGlastonbury, CT · Adviser representative and broker · Firm CRD 146344
- Darwin Wealth ManagementCurrent– present · 2 yearsGlastonbury, CT · Adviser representative · Firm CRD 166585
Investment adviser representative registrations
Trevor Saunders is registered as an investment adviser representative in 5 states. The first approvals date from December 2023; the most recent is Massachusetts, in March 2024.
- ConnecticutSince 15 December 2023
- FloridaSince 5 January 2024
- MassachusettsSince 27 March 2024
- New JerseySince 26 February 2024
- New YorkSince 15 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5506542
- Firm
- Darwin Wealth Management · CRD 166585
- Office
- 427 Naubuc Ave #103, Glastonbury, CT 06033
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Trevor Saunders work?
Trevor Saunders is an investment adviser representative registered through Darwin Wealth Management, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Saunders a financial advisor?
Yes. Trevor Saunders has a current investment-adviser registration in Connecticut, Florida, Massachusetts, New Jersey and New York, through Darwin Wealth Management since December 2023.
How many years of experience does Trevor Saunders have?
Trevor Saunders has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Trevor Saunders passed?
Trevor Saunders has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in March 2008. FINRA credited Trevor Saunders with the SIE, which began in October 2018.
Where is Trevor Saunders based?
Trevor Saunders’ registered office is in Glastonbury, CT.
Is Trevor Saunders registered with FINRA?
Yes. Trevor Saunders has a current broker registration, under CRD 5506542.
Source: FINRA BrokerCheck
How can I verify Trevor Saunders’ record?
Search CRD 5506542 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Trevor Saunders’ full registration record.