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TK

Trevor D. Krajewski

PHOENIX IB
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7115918
TK

Professional summary

Trevor David Krajewski, who also goes by Trevor Krajewski, is a registered financial professional currently at PHOENIX IB located in Chicago, Illinois.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2019. Trevor has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Trevor Krajewski

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) - BD

Click below to view Trevor David Krajewski'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

July 2, 2025 - Present

PHOENIX IB

Office #1: 200 W. Madison, Suite 1020, Chicago, IL 60606
BD
CRD#: 132710
Chicago, IL
Past

August 31, 2019 - March 3, 2025

OCEAN TOMO INVESTMENT GROUP, LLC

BD
CRD#: 172912
Chicago, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(7/2/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/13/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/31/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PI
PHOENIX IB
OCEAN TOMO INVESTMENTS | PM SECURITIES, LLC DBA PHOENIX CAPITAL RESOURCES | PM SECURITIES, LLC | PHOENIX IB | PHOENIX CAPITAL RESOURCES

CRD#: 132710 / SEC#: , 8-66628

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
110 Commons Court, Chadds Ford, PA 19317
Mailing Address
110 Commons Court, Chadds Ford, PA 19317
Phone number
(610) 358-4700
Established
Delaware since 07/07/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PHOENIX CAPITAL RESOURCES, LLCMEMBER
KARBINER, MARK ALANPRESIDENT4233458
SPINDEL, HOWARDCCO708042
SUTTERS, MICHAEL KEITHFINANCIAL OPERATIONS PRINCIPAL6972896

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

PHOENIX IB

CRD#: 132710Chicago, IL 60606

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