Trevor Young has been an investment adviser representative at Paragon Investing since August 2026, and is not listed among the firm’s executive officers or direct owners. Trevor Young holds an MBA from Wharton School of the University of Pennsylvania and a Bachelor of Science in Engineering from the University of Michigan.
Paragon Investing, LLC is a firm with $138M under management, 184 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Trevor Young is Partner, Investment Advisor of Paragon Investing. He has more than 15 years of experience spanning private wealth management, strategy consulting, mergers and acquisitions, and executive leadership. He previously worked in Goldman Sachs Private Wealth Management, and before joining Paragon he served as Vice President of Strategy at a private equity-backed enterprise software company. Earlier, he advised Fortune 500 companies at Deloitte Consulting.
- Paragon Investing, LLCCurrent– present · under a yearHenderson, NV · Adviser representative · Firm CRD 310897
Investment adviser representative registrations
Trevor Young is registered as an investment adviser representative in Nevada, since August 2026.
- NevadaSince 6 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trevor John Young
- CRD
- 6668484
- Firm
- Paragon Investing · CRD 310897
- Office
- Henderson, NV
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragoninvesting.com
Where does Trevor Young work?
Trevor Young is an investment adviser representative registered through Paragon Investing, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Young a financial advisor?
Yes. Trevor Young has a current investment-adviser registration in Nevada, through Paragon Investing since August 2026.
How many years of experience does Trevor Young have?
Trevor Young has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Trevor Young passed?
Trevor Young passed the Series 65 in July 2026.
Where is Trevor Young based?
Trevor Young’s registered office is in Henderson, NV.
Is Trevor Young registered with FINRA?
No. Trevor Young has no current broker registration.
How can I verify Trevor Young’s record?
Search CRD 6668484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Young’s full registration record.