Trevor
York
River'S Edge
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About this Advisor
Trevor York is a financial advisor based in Beaver, Pennsylvania, working with River'S Edge. Trevor has previously held positions at Northwestern Mutual Investment Services, LLC, Jake Mccracken, Reformed Presbyterian Church, Northwestern Mutual Mutual Wealth Management Co, Ewa, LLC, and River'S Edge Wealth Management, LLC. Trevor has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Trevor is part of River'S Edge, which operates out of Beaver, Pennsylvania. The firm has 5 employees and manages assets totaling $122.7 million. River'S Edge serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at River'S Edge includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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River'S Edge Brokerage Details
$122,681,641
5
871
$140,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Trevor York Work History
River'S Edge Wealth Management, LLC
Ewa, LLC
Northwestern Mutual Mutual Wealth Management Co
Jake Mccracken
Northwestern Mutual Investment Services, LLC
Jake Mccracken
Reformed Presbyterian Church
Disclosures
Please visit the SEC profile of Trevor York to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at River'S Edge
Beaver, PA
Beaver, PA
Beaver, PA
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