Trevor Thompson has been an investment adviser representative at Crescent Sterling since March 2024, and is not listed among the firm’s executive officers or direct owners. Trevor Thompson holds a Bachelor's Degree in Accounting and Finance from Texas Christian University and a Master's Degree in Accounting from the University of New Orleans.
Crescent Sterling LTD is a Metairie, LA firm with $210M under management, 195 clients and 4 advisers in one office, as of its March 2026 filing.
Trevor W. Thompson is Portfolio Manager of Crescent Sterling Ltd., based in Metairie, LA. Before joining the firm, he worked as a Financial Analyst at Diagnostic Imaging Services for three years, analyzing financial statements and budgets for a network of over 35 medical imaging locations.
- Crescent Sterling LTD.Current– present · 2 yearsMetairie, LA · Adviser representative · Firm CRD 106633
Professional designations
Listed by Crescent Sterling
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Trevor Thompson is registered as an investment adviser representative in Louisiana, since March 2024.
- LouisianaSince 2 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trevor William Thompson
- CRD
- 6075106
- Firm
- Crescent Sterling · CRD 106633
- Office
- 4415 SHORES DRIVE, SUITE 250, Metairie, LA 70006-6804
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crescentsterling.com
Where does Trevor Thompson work?
Trevor Thompson is an investment adviser representative registered through Crescent Sterling LTD since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Thompson a financial advisor?
Yes. Trevor Thompson has a current investment-adviser registration in Louisiana, through Crescent Sterling since March 2024.
How many years of experience does Trevor Thompson have?
Trevor Thompson has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Trevor Thompson passed?
Trevor Thompson passed the Series 65 in March 2024.
Where is Trevor Thompson based?
Trevor Thompson’s registered office is in Metairie, LA.
Is Trevor Thompson registered with FINRA?
No. Trevor Thompson has no current broker registration.
How can I verify Trevor Thompson’s record?
Search CRD 6075106 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Thompson’s full registration record.
