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TL

Trevor J. Looney

STRATEGIC ADVISERS LLC
TIGARD, OR
Some features on this profile are disabled
CRD#: 5285772
TL

Professional summary

Trevor Jewel Looney, CFP®, who also goes by Trevor Jewel Looney, Trevor Looney, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Trevor has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Trevor Jewel Looney | Trevor Looney

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.
OBA-65004|OrgNmn:ssociation of Unit Owners of Touchstone Townhomes at |Org Addr:Tigard,Oregon,US|OBA Nature:Home Owners Association |Invst Rel:N|Title:President|Duties:Preside over meetings, coordinate needed board approvals, manage budget, work w/ property manager|StrtDt:07-01-2019|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Jewel Looney'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: 2014

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224
RIA
CRD#: 104555
TIGARD, OR
Current

December 20, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224
BD
CRD#: 7784
Tigard, OR
Past

January 14, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TIGARD, OR
Past

October 25, 2018 - March 31, 2021

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

October 24, 2018 - March 31, 2021

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 1254
PORTLAND, OR
Past

September 14, 2016 - May 14, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAKE OSWEGO, OR
Past

September 14, 2016 - May 14, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAKE OSWEGO, OR
Past

September 15, 2015 - August 15, 2016

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
TIGARD, OR
Past

September 15, 2015 - August 15, 2016

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
TIGARD, OR
Past

February 22, 2013 - September 16, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
LAKE OSWEGO, OR
Past

February 22, 2013 - September 16, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
LAKE OSWEGO, OR
Past

September 18, 2012 - November 9, 2012

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

August 2, 2012 - November 9, 2012

GBS FINANCIAL CORP.

RIA
CRD#: 16906
TIGARD, OR
Past

July 17, 2007 - October 3, 2011

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 1254
PORTLAND, OR
Past

March 14, 2007 - October 3, 2011

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

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.
RR
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

RR
Arizona
(11/29/2023)
RR
California
(12/20/2021)
RR
Colorado
(10/4/2023)
RR
Connecticut
(11/7/2023)
RR
Indiana
(1/3/2025)
RR
Michigan
(2/25/2025)
RR
Minnesota
(2/8/2024)
RR
Nevada
(1/3/2025)
RR
New Jersey
(8/14/2023)
RR
Oregon
(12/20/2021)
IAR
Oregon
(3/31/2025)
RR
South Carolina
(9/26/2024)
RR
Texas
(9/13/2023)
IAR
Texas
(3/31/2025)
RR
Washington
(12/20/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Tigard, OR

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