Trevor Dean is a registered investment advisor at Canopy Capital Group, based in Winchester, MA, with 16 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $480M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
28 Church St, Suite 4, Winchester, MA, 01890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Canopy Capital Group
Previous Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Race Rock Capital LLCBroker
Compass Securities CorporationBroker
Natixis Distributors, L.P.Broker
Bear, Stearns & CO. INC.Broker
Hsbc Brokerage (USA) INC.Broker
State Registrations1 state
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