Trevor Whitley has held the title Member at MNS Financial Management since January 2021, is a control person of the firm and directly owns between 25% and 50% of it. Trevor Whitley holds a B.B.A. with dual majors in Finance and Family Business from Stetson University.
MNS Financial Management, L.L.C. is a Fort Myers, FL firm with $489M under management, 321 clients and 6 advisers in one office, as of its April 2026 filing.
Trevor Whitley is Partner, Financial Advisor of Marquis Wealth Management Group. After interning with the firm for two summers, Whitley joined it as a Financial Advisor in June 2006. He serves as Secretary of the Board of Directors of Classic Basketball, Inc., and as a board member of the Uncommon Friends Foundation.
- – present · 21 yearsFort Myers, FL · Adviser representative · Firm CRD 116604
Professional designations
Listed by MNS Financial Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Trevor Whitley is registered as an investment adviser representative in 2 states. The first approvals date from August 2005; the most recent is Texas, in August 2022.
- FloridaSince 11 August 2005
- TexasSince 8 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trevor Ruskin Whitley
- CRD
- 4985041
- Firm
- MNS Financial Management · CRD 116604
- Role
- Member
- Office
- 6208 WHISKEY CREEK DRIVE, Fort Myers, FL 33919
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marquiswealthgroup.com
Where does Trevor Whitley work?
Trevor Whitley has held the title Member at MNS Financial Management, L.L.C. since January 2021, and is a control person of the firm.
Is Trevor Whitley a financial advisor?
Yes. Trevor Whitley has a current investment-adviser registration in Florida and Texas, through MNS Financial Management since August 2005.
How many years of experience does Trevor Whitley have?
Trevor Whitley has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Trevor Whitley passed?
Trevor Whitley passed the Series 65 in July 2005.
Where is Trevor Whitley based?
Trevor Whitley’s registered office is in Fort Myers, FL.
Is Trevor Whitley registered with FINRA?
No. Trevor Whitley has no current broker registration.
Is Trevor Whitley a CFP?
MNS Financial Management lists Trevor Whitley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Trevor Whitley a CFA charterholder?
MNS Financial Management lists Trevor Whitley with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Trevor Whitley’s record?
Search CRD 4985041 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Whitley’s full registration record.