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Steven Robert Trimble

Clear Street LLC

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About Steven Robert Trimble

Steven Trimble is a licensed securities professional with over 25 years of experience in the financial services industry. Currently, Steven is registered with Clear Street LLC and has previously held positions at MAREX CAPITAL MARKETS INC., WEDBUSH SECURITIES INC., LIME BROKERAGE LLC, and J.P. MORGAN SECURITIES LLC. Steven possesses a broad knowledge of the financial markets and has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Steven Trimble is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Steven Trimble’s Registration & Firm History

IL

10/12/2023 - Present

Clear Street LLC (Chicago IL)

IL

05/25/2021 - 06/09/2023

MAREX CAPITAL MARKETS INC. (Chicago IL)

IL

04/15/2016 - 05/30/2019

WEDBUSH SECURITIES INC. (CHICAGO IL)

IL

01/10/2017 - 05/04/2018

LIME BROKERAGE LLC (Chicago IL)

IL

10/01/2008 - 05/06/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

06/17/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (CHICAGO IL)

IL

11/15/1994 - 06/18/2008

BEAR, STEARNS & CO. INC. (CHICAGO IL)

NY

08/26/1993 - 05/12/1994

QUANTUM SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/26/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Robert Trimble.
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