Trevor J. Cobb

AVANTIA INVESTMENT SERVICES

Seattle, WA 98101

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CRD#: 5549449

Professional summary

Trevor John Cobb, who also goes by Trevor John Cobb Mr., Trevor Cobb, is a registered financial advisor currently at AVANTIA INVESTMENT SERVICES, LLC located in Seattle, Washington.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Trevor has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor John Cobb Mr. | Trevor Cobb

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.

Member of the Finance Committee for Americas Automotive Trust, a non-profit organization. Organization is not primarily engaged in investment-related activity. Organization is located at 2702 East D Street Tacoma, WA 98421. Start date was July 2, 2018. Twenty hours per year. Duties include oversight of financial matters.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor John Cobb'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®

None

Experience

Current

May 1, 2020 - Present

AVANTIA INVESTMENT SERVICES, LLC

Office #1: 400 University Street 3rd Floor, Seattle, WA 98101

RIA

CRD#: 307869

Seattle, WA

Past

November 10, 2015 - April 28, 2020

GOLDMAN SACHS & CO. LLC

CRD#: 361

SEATTLE, WA

Past

September 10, 2013 - October 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

June 27, 2013 - October 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

September 21, 2009 - March 20, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

SEATTLE, WA

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".

AVANTIA INVESTMENT SERVICES, LLC

AVANTIA | OMDURMAN, LLC | AVANTIA INVESTMENT SERVICES, LLC

CRD#: 307869 / SEC#: 801-132118

RIA

Registered Investment Advisory firm - (3/7/2025 Approved)

Washington

Registered Investment Advisory firm - (4/30/2025 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.

Highlighted states indicate IAR registrations

IAR

Washington
(5/1/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/5/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/18/2009

General Securities Representative Examination

Current Firm

AVANTIA INVESTMENT SERVICES, LLC

AVANTIA | OMDURMAN, LLC | AVANTIA INVESTMENT SERVICES, LLC

CRD#: 307869 / SEC#: 801-132118

RIA

Registered Investment Advisory firm - (3/7/2025 Approved)

Washington

Registered Investment Advisory firm - (4/30/2025 Terminated)

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Contact information

Main Address

400 University Street 3rd Floor, Seattle, WA 98101

Mailing Address

Phone number

(425) 589-0904

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVANTIA FORM ADV PART 2A (2/5/2025)

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 105,599,021

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

Trevor J. Cobb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor John Cobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

AVANTIA INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2013

Series 63

Date: 11/30/2009

SIE

Date: 10/1/2018

Series 3

Date: 1/5/2016

Series 7

Date: 9/18/2009

Current Firm

AVANTIA INVESTMENT SERVICES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVANTIA INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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