Trevor Christian Stauffer
Investment Adviser Representative at Trajan Wealth, L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trevor Christian Stauffer is an investment adviser representative with Trajan Wealth, L.L.C. in Draper, UT, where they have been registered since 2020. They have worked in the securities industry since 2005 and have been registered with 6 firms, including Coign Capital Advisors LLC and Navigate Private Wealth, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
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.
- Navigate Private Wealth LLCMay 2014 – Oct 2019Draper, UT
- Allegis Investment ServicesJul 2016 – Mar 2018Draper, UT
- Coign Capital Advisors, LLCOct 2019 – Mar 2020Draper, UT
- Trajan Wealth, LLCJul 2020 – no end date reportedScottsdale, AZ
- CaregiverApr 2020 – Jul 2020Riverton, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trajan Wealth, L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-100392
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 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. Trevor Christian Stauffer 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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