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Trevor Thomas McDonough

Morgan Stanley & Co. LLC

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About Trevor Thomas McDonough

Trevor McDonough is an active broker with over 15 years of experience in the financial industry. Trevor has a strong background in securities trading and research analysis. Trevor is currently registered with Morgan Stanley & Co. LLC. Trevor holds a variety of licenses and certifications including Series 3, 7, 86, 87, 55, 57TO, and SIE. Trevor is registered in all states except Iowa. Trevor is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Trevor McDonough is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

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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Trevor McDonough’s Registration & Firm History

CA

07/22/2014 - Present

Morgan Stanley & Co. LLC (San Francisco CA)

CA

09/04/2013 - 05/27/2014

MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)

NY

06/06/2008 - 08/15/2013

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2011

Series 3 - National Commodity Futures Examination

BC

Issued 12/22/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/01/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/23/2008

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Trevor Thomas McDonough.
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