Gavin C. Trebilcock

GRAIL CAPITAL LLC

CANFIELD, OH 44406

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CRD#: 6519936

Professional summary

Gavin Connor Trebilcock, who also goes by Gavin Connor Trebilcock, is a registered financial advisor currently at GRAIL CAPITAL LLC located in Canfield, Ohio.

Gavin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gavin has worked at 2 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gavin Connor Trebilcock

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gavin Connor Trebilcock'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®

None

Experience

Current

December 17, 2020 - Present

GRAIL CAPITAL LLC

Office #1: 8068 Maplevale Drive, Canfield, OH 44406

RIA

CRD#: 311504

CANFIELD, OH

Past

July 21, 2016 - February 13, 2018

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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

Ohio
(12/17/2020)

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

Series 63

Date: 7/10/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 8/1/2016

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 7/26/2016

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 7/21/2016

General Securities Representative Examination

Current Firm

GRAIL CAPITAL LLC

APEIRON CAPITAL LLC | GRAIL CAPITAL LLC

CRD#: 311504 / SEC#:

Ohio

Registered Investment Advisory firm - (12/17/2020 Approved)

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(617) 594-2178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 4,325,000

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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Gavin C. Trebilcock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gavin Connor Trebilcock's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAIL CAPITAL LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/10/2016

SIE

Date: 2/13/2018

Series 86

Date: 8/1/2016

Series 87

Date: 7/26/2016

Series 7

Date: 7/21/2016

Current Firm

GRAIL CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAIL CAPITAL LLC

TRUST BUT VERIFY

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