Trent E. Meewes

TALLAHASSEE FINANCIAL ADVISORS

Tallahassee, FL 32309

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CRD#: 2459750

Professional summary

Trent Eugene Meewes, CFP® is a registered financial advisor currently at TALLAHASSEE FINANCIAL ADVISORS, INC. located in Tallahassee, Florida and SEVEN HILLS FINANCIAL, LLC located in Tallahassee, Florida.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Trent has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-TRENT MEEWES; INVESTMENT RELATED; TALLAHASSEE, FL; INSURANCE, FIXED ANNUITY SALES; AGENT; 1994; 20 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSION; SALES OF LIFE, LTC, & FIXED ANNUITIES. 2-TRIAD ADVISORS, INC.; INVESTMENT RELATED; TALLAHASSEE, FL; BD/IA; REGISTERED REPRESENTATIVE; 06/2010 TO PRES; 50% OF HIS TIME. 3)TALLAHASSEE FINANCIAL ADVISORS;INVESTMENT RELATED;3015 SHANNON LAKES NORTH,#304,TALLAHASSEE,FL 32309;REGISTERED INVESTMENT ADVISOR;PRESIDENT;11/08/2013;80 HRS/MONTH;4 HRS DURING TRADING;MANAGE PORFOLIOS OF NO-LOAD MUTUAL FUNDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Eugene Meewes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

January 27, 2014 - Present

TALLAHASSEE FINANCIAL ADVISORS, INC.

Office #1: 3015 Shannon Lakes North #304, Tallahassee, FL 32309

RIA

CRD#: 169204

Tallahassee, FL

Current

March 7, 2025 - Present

SEVEN HILLS FINANCIAL, LLC

Office #1: 410 East 6th Avenue, Tallahassee, FL 32303

RIA

CRD#: 143190

Tallahassee, FL

Current

February 6, 2023 - Present

ARKADIOS CAPITAL

Office #1: 3015 Shannon Lakes North #304, Tallahassee, FL 32309

CRD#: 282710

Tallahassee, FL

Past

June 30, 2010 - February 13, 2023

TRIAD ADVISORS LLC

CRD#: 25803

TALLAHASSEE, FL

Past

November 21, 1994 - January 23, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

March 9, 1994 - June 30, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

TALLAHASSEE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEVEN HILLS FINANCIAL, LLC

SEVEN HILLS FINANCIAL DESIGN GROUP, LLC | SEVEN HILLS FINANCIAL, LLC

CRD#: 143190 / SEC#: 801-129414

RIA

Registered Investment Advisory firm - (1/22/2024 Approved)

Florida

Registered Investment Advisory firm - (2/14/2024 Terminated)

Georgia

Registered Investment Advisory firm - (2/16/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/14/2023)

Arkansas
(2/27/2023)

California
(2/6/2023)

IAR

Florida
(1/27/2014)

Florida
(2/13/2023)

Georgia
(2/6/2023)

Maryland
(2/6/2023)

New York
(2/6/2023)

North Carolina
(2/14/2023)

South Carolina
(2/6/2023)

Texas
(2/6/2023)

Virginia
(2/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/28/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SEVEN HILLS FINANCIAL, LLC

SEVEN HILLS FINANCIAL DESIGN GROUP, LLC | SEVEN HILLS FINANCIAL, LLC

CRD#: 143190 / SEC#: 801-129414

RIA

Registered Investment Advisory firm - (1/22/2024 Approved)

Florida

Registered Investment Advisory firm - (2/14/2024 Terminated)

Georgia

Registered Investment Advisory firm - (2/16/2024 Terminated)

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Contact information

Main Address

410 East 6th Avenue, Tallahassee, FL 32303

Mailing Address

Phone number

(850) 219-6699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	594
AUM (Assets Under Management)	$ 149,105,232

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trent E. Meewes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Eugene Meewes's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEVEN HILLS FINANCIAL, LLC

ARKADIOS CAPITAL

TRIAD ADVISORS LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

SEVEN HILLS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/1999

Series 63

Date: 11/27/1996

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/4/1994

Series 24

Date: 5/28/1996

FINRA

Current Firm

SEVEN HILLS FINANCIAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

SEVEN HILLS FINANCIAL, LLC

TRUST BUT VERIFY

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