Trevor L. Bakir

TNT ASSET MANAGEMENT

Round Rock, TX 78664

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CRD#: 5683075

Professional summary

Trevor Laith Bakir, CFP® is a registered financial advisor currently at TNT ASSET MANAGEMENT, LLC located in Round Rock, Texas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Trevor has worked at 1 firm and has passed the Series 65 exam.

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.

01/2021 United Nations Association - Austin Chapter; Treasure/Investment Supervisor; Non Profit organization; 1 hour per week; Investment Related; UNA - Austin, 8700 Brodie Lane #1111, Austin, TX 78745

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Laith Bakir'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: 2019

Experience

Current

December 15, 2017 - Present

TNT ASSET MANAGEMENT, LLC

Office #1: 803 E Liberty Ave Ste 300, Round Rock, TX 78664Office #2: 105 E. Main Street, Round Rock, TX 78664

RIA

CRD#: 153309

Round Rock, TX

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".

TNT ASSET MANAGEMENT, LLC

TNT ASSET MANAGEMENT, LLC | TNT FINANCIAL SERVICES

CRD#: 153309 / SEC#: 801-130194

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

Texas

Registered Investment Advisory firm - (7/9/2024 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.

Highlighted states indicate IAR registrations

IAR

Texas
(12/15/2017)

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: 12/15/2017

Uniform Investment Adviser Law Examination

Current Firm

TNT ASSET MANAGEMENT, LLC

TNT ASSET MANAGEMENT, LLC | TNT FINANCIAL SERVICES

CRD#: 153309 / SEC#: 801-130194

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

Texas

Registered Investment Advisory firm - (7/9/2024 Terminated)

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Contact information

Main Address

105 E. Main Street, Round Rock, TX 78664

Mailing Address

P.o. Box 882, Round Rock, TX 78680

Phone number

(512) 255-1600

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

TNT ASSET MANAGEMENT DISCLOSURE 2A BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 145,267,497

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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Trevor L. Bakir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Laith Bakir's CRS (Customer Relationship Summary).

Certified licenses

Experience

TNT ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

TNT ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2017

Current Firm

TNT ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TNT ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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