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Trevor Clark Barnett

OLD CITY SECURITIES
NEW YORK, NY
·CRD# 4722196·21 years experience

Professional Summary

Trevor Clark Barnett, who also goes by Trevor C Barnet, is a registered financial advisor currently at OLD CITY SECURITIES LLC located in New York, New York. Trevor is registered as a RR (Registered Representative) and started their career in finance in 2004. Trevor has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Trevor C Barnet

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

OLD CITY SECURITIES LLC·CRD# 171910
BD
589 Fifth Avenue 17th Floor, New York, NY, 10017
January 31, 2019 - Present
FIDANTE PARTNERS USA LLC·CRD# 288469
BD
New York, NY
February 7, 2018 - January 31, 2019
SAPENO INC.·CRD# 124769
BD
London
January 27, 2015 - February 12, 2018
INDIAN HARBOR, LLC·CRD# 115584
BD
Cos Cob, CT
April 2, 2009 - February 19, 2014
SANDERS MORRIS LLC·CRD# 20580
BD
Greenwich, CT
April 3, 2007 - February 27, 2009
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
December 17, 2004 - June 13, 2005

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Current Firm

OC
OLD CITY SECURITIES LLC

OLD CITY SECURITIES LLC

CRD#: 171910 / SEC#: 8-69488
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

589 Fifth Avenue Ph, New York, NY 10017

Mailing Address

445 Central Avenue, Suite 328, Cedarhurst, NY 11516

Phone Number

(212) 671-1976

Established

New York since 04/25/2014

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
OLD CITY SECURITIES HOLDINGS GPHOLDING COMPANY—
BARNETT, TREVOR CLARKMEMBER4722196
DAMSKI, SETH ADAMFOUNDING MEMBER2940303
FELDMAN, EYTAN DOVMEMBER, CCO, EXECUTIVE REP, AML SUPERVISOR5708084
MARRONE, MICHAEL THOMASFINOP—
SIRIGNANO, GEORGE AMERICUSMANAGING MEMBER6678999

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(1/31/2019)
RR
Colorado
(1/31/2019)
RR
Connecticut
(1/31/2019)
RR
District of Columbia
(2/28/2019)
RR
Florida
(1/31/2019)
RR
Illinois
(1/31/2019)
RR
Maryland
(1/31/2019)
RR
Massachusetts
(1/31/2019)
RR
Michigan
(1/31/2019)
RR
New Jersey
(1/31/2019)
RR
New York
(1/31/2019)
RR
North Carolina
(1/31/2019)
RR
Ohio
(1/31/2019)
RR
Pennsylvania
(1/31/2019)
RR
South Carolina
(7/14/2026)
RR
Texas
(1/31/2019)
RR
Vermont
(1/13/2025)
RR
Virginia
(1/31/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2007About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2017About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Trevor Clark Barnett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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