Trevor Mathias is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is a teacher at the University of Illinois and owns multiple rental properties, dedicating minimal time to these activities outside of business hours. He is also the sole proprietor/owner/manager of Kaizen WC LLC, a real estate property management company.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
American Fronteer Financial CorporationBroker
State Registrations48 states
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