William Trevor Beaney
Professional Summary
William Trevor Beaney, who also goes by Trevor Beaney, William Beaney, is a registered financial advisor currently at FLORIDA ATLANTIC SECURITIES CORP. located in Miami, Florida. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. William has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Trevor Beaney, William Beaney
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ATLANTIC INVESTMENT SERVICES CORP. | FLORIDA ATLANTIC SECURITIES CORP.
Contact Information
Main Address
9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156Mailing Address
9130 South Highdadeland Blvd Suite 160, Miami, FL 33156Phone Number
(305) 670-9250Established
Florida since 04/16/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALAN S PAREIRA LIVING TRUST | SHAREHOLDER | — |
| ALAN S. PAREIRA 1997 FAMILY TRUST | SHAREHOLDER | — |
| BEANEY, WILLIAM TREVOR | CEO, DIRECTOR, SHAREHOLDER | 5138058 |
| BUDLONG, SAMUEL SEWALL | VP, SHAREHOLDER | 1980093 |
| REQUENA, GABRIEL ALBERTO | CCO; ROP, PRINCIPAL, SHAREHOLDER | 4413123 |
| PAREIRA, ALAN SIDNEY | DIRECTOR; CHAIRMAN, TRUSTEE OF ALAN S PAREIRA LIVING TRUST | 356287 |
| PAREIRA, BARBARA ANN | TRUSTEE OF ALAN S PAREIRA 1997 FAMILY TRUST | 5890097 |
Regulatory Assets Under Management
Total Number of Accounts
74AUM (Assets Under Management)
$590,035,263Disclosures
Regulatory Event
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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.
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Primary Firm SEC Registration
ATLANTIC INVESTMENT SERVICES CORP. | FLORIDA ATLANTIC SECURITIES CORP.
State Registrations and Notice Filings
(8/6/2012)
(10/21/2013)
(7/25/2024)
(7/16/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view William Trevor Beaney's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Trevor Beaney's CRS (Customer Relationship Summary).
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