TN
TN

Treva Marie Nostdahl

3 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$94K average
Assets Under Management
$130.6M

Fee Structure

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Location

41 E 11th Street, 11th Floor, New York, NY, 10003

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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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Employment History
Current Registrations
Retirable
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Oppenheimer & CO. INC.
June 2022 - May 2024 · 1 yr 11 mos
Oppenheimer & CO. INC.Broker
May 2022 - May 2024 · 2 yrs
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Treva Marie Nostdahl - Financial Advisor | TrueAdvisor