Trevor Stone has been an investment adviser representative at Parkshore Wealth Management since May 2022, and is not listed among the firm’s executive officers or direct owners.
Parkshore Wealth Management is a Granite Bay, CA firm with $518M under management, 528 clients and 4 advisers across 5 offices, as of its June 2026 filing.
- Parkshore Wealth ManagementCurrent– present · 4 yearsGranite Bay, CA · Adviser representative · Firm CRD 148052
Investment adviser representative registrations
Trevor Stone is registered as an investment adviser representative in 2 states. Each was approved in May 2022.
- CaliforniaSince 10 May 2022
- TexasSince 10 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 27 April 2019 |
- Name
- Securities Industry Essentials Examination
- Full name
- Trevor Dean Stone
- CRD
- 7509537
- Firm
- Parkshore Wealth Management · CRD 148052
- Office
- 5940 GRANITE LAKE DRIVE, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Trevor Stone work?
Trevor Stone is an investment adviser representative registered through Parkshore Wealth Management since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Stone a financial advisor?
Yes. Trevor Stone has a current investment-adviser registration in California and Texas, through Parkshore Wealth Management since May 2022.
How many years of experience does Trevor Stone have?
Trevor Stone has 4 years in the financial industry, since May 2022, across 1 adviser firm.
What exams has Trevor Stone passed?
Trevor Stone passed the SIE in April 2019.
Where is Trevor Stone based?
Trevor Stone’s registered office is in Granite Bay, CA.
Is Trevor Stone registered with FINRA?
No. Trevor Stone has no current broker registration.
How can I verify Trevor Stone’s record?
Search CRD 7509537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Stone’s full registration record.
