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Trevor Ruskin Whitley

Marquis Wealth Management Group

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About Trevor Ruskin Whitley

Trevor Whitley is a Certified Financial Planner and Chartered Financial Analyst who is registered as an Investment Advisor Representative in Florida and Texas. Trevor is affiliated with Marquis Wealth Management Group, a firm based in Fort Myers, Florida. Trevor provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities.

Firm Information

Trevor Whitley is currently registered with Marquis Wealth Management Group. Marquis Wealth Management Group is an investment advisor headquartered in FORT MYERS, FL. The firm has 5 licensed agents and 6 investment advisor representatives. The firm provides advisory services in the areas of financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage a total of $361,075,603 in regulatory assets under management, including $51,381,298 discretionary assets and $309,694,305 non-discretionary assets. The firm serves a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Marquis Wealth Management Group

6208 WHISKEY CREEK DRIVE

FORT MYERS, FL 33919

$361.08M

Assets Under Management

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities

Advice on matters not involving securities

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Trevor Whitley’s Registration & Firm History

FL

08/08/2022 - Present

Marquis Wealth Management Group (FORT MYERS FL)

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Licenses & Designations

IA

Issued 07/21/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Ruskin Whitley.
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