TM
Trevor T. Myres
CETERA INVESTMENT ADVISERS LLC
SPRING BRANCH, TX 78070
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CRD#: 5880284
TM
Professional summary
Trevor Thomas Myres, who also goes by Trevor Myres, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Spring Branch, Texas.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Trevor has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trevor Myres
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.
1) TWOBAR SEVEN HOLDINGS LLC POSITION: Member NATURE: LLC engaged in residential real estate and rentals. Currently, no properties are owned by the entity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2017 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: Managing partner overseeing administrative activities and potential real estate investment opportunities. 2) SEHM INVESTMENTS LLC POSITION: Member NATURE: residential real estate investment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2019 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: managing partner overseeing real estate investment opportunities and administrative duties, currently no assets held by the entity 3) MYRES CPA PLLC POSITION: President NATURE: Certified public accounting firm offering accounting and tax services for individuals and small business. These services include tax compliance, tax planning, accounting and bookkeeping services, virtual CFO services, and business consulting. Additional services will include wealth management services. These services include financial planning and investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 11/19/2021 ADDRESS: 18830 Forty Six Pkwy Bldg 2 Ste A, Spring Branch TX 78070, United States DESCRIPTION: Duties and responsibilities include 4) tax preparation and review for individuals and businesses tax planning services accounting services and virtual CFO services and consulting management of staff administrative duties such as billing, invoicing, and payables sales and new client acquisition financial planning investment planning 5) MESA ADVISORY GROUP LLC POSITION: Member NATURE: Business advisory services to help businesses improve their performance and achieve their goals. This includes analyzing current operations, identifying areas for improvement, developing strategic plans, and implementing solutions to enhance efficiency, profitability, and growth. Business advisors work closely with clients to address challenges, capitalize on opportunities, and navigate complex business environments.? INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2022 ADDRESS: 8620 N New Braunfels Ave, Ste 110, San Antonio TX 78217, United States DESCRIPTION: accounting services and bookkeeping accounts payable consulting services to clients listed in (4) above billing and invoicing clients for services rendered prepare tax returns
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Thomas Myres's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 18830 Forty Six Pkwy Bldg 2, Ste A, Spring Branch, TX 78070Office #2: 8620 N New Braunfels Ave Ste 102, San Antonio, TX 78217RIA
CRD#: 105644
SPRING BRANCH, TX
Past
July 24, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Spring Branch, TX
Past
September 5, 2023 - June 13, 2024
MESA WEALTH LLC
RIA
CRD#: 326967
San Antonio, TX
Past
May 9, 2011 - June 15, 2011
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
ADDISON, TX
Past
April 4, 2011 - June 15, 2011
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
ADDISON, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.Highlighted states indicate IAR registrations
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Spring Branch, TX 78070TRUST BUT VERIFY
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