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Trevor Fennelly

10 Years of Experience
Davenport, IA
Broker

Trevor Fennelly is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Trevor is a board member and on the finance and other committees for the Mississippi Valley Fair since August 2021. He spends minimal time on business development, marketing, and labor/service for the fair after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Edward Jones
January 2016 - May 2021 · 5 yrs 4 mos
Edward JonesBroker
January 2016 - May 2021 · 5 yrs 4 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMIMNMONCNDNENHNJNVNYOHOKORPAPRSCTNTXVAWAWIWV
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.
Trevor Fennelly - Financial Advisor | TrueAdvisor