Kelly Trevethan is a registered investment advisor, based in Danville, CA, with 40 years of industry experience.
Location
145 East Prospect Ave, Suite 217, Danville, CA, 94526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is a passive investor with 10% ownership in Silverado Trail Wine Partners IV and THVS Corp, which are holding entities for a winery in Napa Valley, dedicating minimal time. Kelly is also a board member for the Olympic Club Foundation, spending minimal time attending monthly meetings, and a registered representative and investment advisor representative with MSEC, LLC and Mariner Wealth Advisors, respectively, spending full-time hours in these roles.
Employment History
Current Registrations
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Msec, LLCBroker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Everen Securities, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations13 states
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