Trey J Farrer
Investment Adviser Representative at Adams Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Trey J. Farrer is an investment adviser representative with Adams Wealth Advisors in St. George, UT, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, 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.
- THE Church OF Jesus Christ OF Latter DAY SaintsMay 2017 – Jul 2019Salt Lake City, UT
- Angelo State UniversityJul 2023 – Jul 2024San Angelo, TX
- SNOW CollegeJul 2019 – Jul 2020Ephraim, UT
- UTAH Valley UniversityJul 2020 – Jul 2022Orem, UT
- Aptive EnvironmentalMar 2023 – Jul 2023Provo, UT
- Westminster UniversityJul 2022 – Mar 2023Salt Lake City, UT
- Fidelity InvestmentsJul 2024 – Dec 2024Salt Lake City, UT
- PINE VIEW HIGH SchoolAug 2013 – May 2017St. George, UT
- Adams Wealth ManagementJan 2025 – no end date reportedLogan, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Adams Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.025
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Logan, UT
- SEC file number:
- 801-110862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Adams Wealth Advisors
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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. Trey J Farrer 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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