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Trevor Yale Murgio

Merger & Acquisition Capital Services, LLC

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About Trevor Yale Murgio

Trevor Yale Murgio is a financial advisor with Merger & Acquisition Capital Services, LLC. Trevor has been in the financial services industry since 2011. Trevor holds Series 7, 24, 63, 79 and SIE licenses. Trevor is registered in Connecticut and New York.

Firm Information

Trevor Murgio is currently registered with Merger & Acquisition Capital Services, LLC. Merger & Acquisition Capital Services, LLC is a Limited Liability Company formed in December 2004. The firm is registered in 19 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

1

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 Murgio’s Registration & Firm History

NY

07/20/2011 - Present

Merger & Acquisition Capital Services, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 09/22/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 07/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Yale Murgio.
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