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Trever Lawrence Robbins

Arcadia Wealth Management, LLC

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About Trever Lawrence Robbins

Trever Robbins is an investment advisor representative for Arcadia Wealth Management, LLC. Trever is registered with the state of New Hampshire and Massachusetts. Trever has been in the financial services industry since June 2023. Prior to joining Arcadia Wealth Management, LLC, Trever worked at Avantax Investment Services, Inc. and TSS Wealth Management LLC. Trever holds Series 66, 7TO, and SIE licenses. Trever specializes in retirement planning, insurance, and wealth management. Trever is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Trever Robbins is currently registered with Arcadia Wealth Management, LLC. Arcadia Wealth Management, LLC is a registered investment advisor based in Manchester, NH. The firm has 9 licensed agents and manages approximately $380.2 million in assets for 2,615 clients. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Arcadia Wealth Management, LLC

155 DOW STREET

MANCHESTER, NH 03101

$380.22M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Trever Robbins’s Registration & Firm History

NH

05/16/2024 - Present

Arcadia Wealth Management, LLC (MANCHESTER NH)

TX

06/27/2023 - 08/23/2023

AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 08/02/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trever Lawrence Robbins.
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