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Trevor Popovitch

20 Years of Experience
New Castle, PA
BrokerSells Insurance

Trevor Popovitch is a registered investment advisor at Cetera Investment Advisers LLC, based in New Castle, PA, with 20 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

32 N Mill Street, New Castle, PA, 16103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Trevor sells fixed life insurance outside of Cetera.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2014 - Present · 12 yrs 1 mo
Cetera Investment Services LLCBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
PNC Investments
October 2011 - April 2014 · 2 yrs 6 mos
PNC InvestmentsBroker
November 2009 - April 2014 · 4 yrs 5 mos
Natcity Investments, INC.Broker
December 2005 - November 2009 · 3 yrs 11 mos
State Registrations4 states
FLGAOHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.