Trevor William Deubner
Investment Adviser Representative at Westend Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trevor William Deubner is an investment adviser representative with Westend Advisors, LLC in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Principal Asset Management and Principal Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- The Hun School of Princeton (Education)Jun 2016 – Jun 2020Princeton, NJ
- The University of North Carolina Chapel Hill (Education)Jun 2020 – Jun 2024Chapel Hill, NC
- Ameriprise FinancialJun 2022 – Jul 2022Marlton, NJ
- Davis Moore CapitalJun 2023 – Jul 2023Raleigh, NC
- Principal Funds DistributorJul 2024 – Jun 2026Charlotte, NC
- Principal Securities, Inc.Mar 2025 – Jun 2026Charlotte, NC
- Victory Capital Services, Inc.Jun 2026 – no end date reportedCharlotte, NC
- Westend Advisors, LLCJun 2026 – Sep 2026Charlotte, NC
- Victory Capital Management INCOct 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Westend Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- Estimated blended rate
- 0.01
- $100,000 to $4,999,9991.00%
- Next $5,000,000 to $9,999,9990.90%
- Next $10,000,000 to $24,999,9990.75%
- Next $25,000,000 to $49,999,9990.65%
+1 more tiers
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
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 William Deubner 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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