Trevor Strudley
Trevor Strudley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Capitola, CA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2121 41st Avenue, #206, Capitola, CA, 95010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is a board member for the Cabrillo College Foundation and the CEO of Stiles-Strudley Inc., a concierge wealth management services company. He is also the author of "Tech Success: How Technology Executives and their Families Manage Meaningful Wealth".
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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