Trevor York has been Chief Compliance Officer of River's Edge Wealth Management since March 2021, is a control person of the firm and directly owns under 5% of it. Trevor York holds an Executive Certificate in Financial Planning from Duquesne University. Trevor York studied at Geneva College.
River'S Edge Wealth Management LLC is a Beaver, PA firm with $157M under management, 236 clients and 4 advisers in one office, as of its April 2026 filing.
Trevor York is Director of Planning & Chief Compliance Officer of River's Edge Wealth Management, based in Beaver, PA. He implements the financial plans built for clients and works on tax, investment and retirement planning.
Trevor York’s longest registration is the current one, 5 years at River's Edge Wealth Management since 2021. Before joining River's Edge Wealth Management in 2022, Trevor York was registered through Ewa, LLC and Northwestern Mutual Investment Services,llc.
- Ewa, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 308977
- Northwestern Mutual Investment Services,llc– · 2 yearsSeven Fields, PA · Adviser representative · Firm CRD 2881
Professional designations
Listed by River's Edge Wealth Management
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
Investment adviser representative registrations
Trevor York is registered as an investment adviser representative in Pennsylvania, since January 2022.
- PennsylvaniaSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2018 |
| Series 7 | General Securities Representative Examination | 25 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Trevor M York
- CRD
- 6800601
- Firm
- River's Edge Wealth Management · CRD 313711
- Role
- Chief Compliance Officer
- Office
- 525 3RD STREET, SUITE 200, Beaver, PA 15009
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgewm.com
Where does Trevor York work?
Trevor York has been Chief Compliance Officer of River'S Edge Wealth Management LLC since March 2021, and is a control person of the firm.
Is Trevor York a financial advisor?
Yes. Trevor York has a current investment-adviser registration in Pennsylvania, through River's Edge Wealth Management since January 2022.
How many years of experience does Trevor York have?
Trevor York has 9 years in the financial industry, since September 2017, across 3 adviser firms.
What exams has Trevor York passed?
Trevor York has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Trevor York with the SIE, which began in October 2018.
Where did Trevor York work before River's Edge Wealth Management?
Before River's Edge Wealth Management, Trevor York was registered through Ewa, LLC, June 2020 to July 2021; Northwestern Mutual Investment Services,llc, January 2018 to June 2020.
Where is Trevor York based?
Trevor York’s registered office is in Beaver, PA.
Is Trevor York registered with FINRA?
No. Trevor York has no current broker registration.
Is Trevor York a CFP?
River's Edge Wealth Management lists Trevor York with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Trevor York’s record?
Search CRD 6800601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor York’s full registration record.
