Nicholas A. Trevino
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nicholas Andrew Trevino, who also goes by Nicholas A Trevino, Nicholas Trevino, Nick Trevino, Nico Trevino, was a registered financial professional .
Nicholas is a previously registered financial professional and started their career in finance in 2022. Nicholas had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 2, 2025 - December 9, 2025
GLOBAL VIEW CAPITAL MANAGEMENT LLC
March 31, 2025 - May 19, 2025
STRATEGIC ADVISERS LLC
May 24, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 2, 2022 - May 19, 2025
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/2/2022
General Securities Representative ExaminationCurrent Firm
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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