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Trevor Shaw

GRADIENT CAPITAL ADVISORS
San Diego, CA 92107
Some features on this profile are disabled
CRD#: 6373428
TS

Professional summary

Trevor Shaw, CFP® is a registered financial advisor currently at GRADIENT CAPITAL ADVISORS, LLC located in San Diego, California.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Trevor has worked at 1 firm .

top-8-questions

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.
David Thomas CPA, ESQ., A Professional Corporation; not investment related; 2340 Moore St. San Diego, CA 92110; Accounting & Tax Preparation; Intern; 10/01/2023; 80 hours per month, none during securities trading hours; Unpaid internship where I'll assist in the preparation of tax returns, participate in tac planning activities and assist with administrative tasks.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Shaw'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: 2021

Experience

Current

April 21, 2021 - Present

GRADIENT CAPITAL ADVISORS, LLC

Office #1: 2125 Poinsettia Drive, San Diego, CA 92107
RIA
CRD#: 168912
San Diego, CA

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".
GC
GRADIENT CAPITAL ADVISORS, LLC
GRADIENT CAPITAL ADVISORS, LLC

CRD#: 168912 / SEC#: 801-78917

RIA
Registered Investment Advisory firm - (1/22/2014 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
California
(4/21/2021)

Exams

Current Firm

GC
GRADIENT CAPITAL ADVISORS, LLC
GRADIENT CAPITAL ADVISORS, LLC

CRD#: 168912 / SEC#: 801-78917

RIA
Registered Investment Advisory firm - (1/22/2014 Approved)
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Contact information

Main Address
2125 Poinsettia Drive, San Diego, CA 92107
Mailing Address
Phone number
(619) 255-0700
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (11 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

FORM ADV PART 2A - FIRM BROCHURE (3/3/2025)
ADV 2A - APPENDIX 1 - WRAP FEE BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts1,506
AUM (Assets Under Management)$ 637,516,873

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

GRADIENT CAPITAL ADVISORS, LLC

CRD#: 168912San Diego, CA 92107

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