Kelly Bernard Trevethan
Investment Adviser Representative at Mariner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Bernard Trevethan is an investment adviser representative with Mariner in Danville, CA, where they have been registered since 2020. They have worked in the securities industry since 1985 and have been registered with 6 firms, including Goldman Sachs Personal Financial Management and Oppenheimer & Co. Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Girard Securities, Inc.Sep 2008 – Nov 2017San Diego, CA
- United Capital Financial Advisers, LLCJun 2009 – Oct 2020Newport Beach, CA
- Cetera Advisor Networks LLCNov 2017 – Oct 2020El Segundo, CA
- Mariner Wealth AdvisorsOct 2020 – no end date reportedDanville, CA
- MSEC, LLCOct 2020 – Aug 2023Danville, CA
- MSEC, LLCMar 2024 – Jul 2026Overland Park, KS
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mariner
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- $0 - $1,000,0001.25%
- $1,000,000 - $5,000,0001.00%
- $5,000,000 - $10,000,0000.80%
- Above $10,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 961
- Offices listed on AdvisorFinder:
- 99
- Main office:
- Overland Park, KS
- SEC file number:
- 801-66632
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Bernard Trevethan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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