Trevor Scott Brunell
Professional Summary
Trevor Scott Brunell is a registered financial advisor currently at DREXEL HAMILTON, LLC located in Columbus, Georgia. Trevor is registered as a RR (Registered Representative) and started their career in finance in 2020. Trevor has worked at 1 firm and has passed the Series 63, Series 3, Series 52TO, Series 79TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Years of Experience
6 years in the financial services industry
Current & Past Employments
Current
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Current Firm
DREXEL HAMILTON, LLC
Contact Information
Main Address
110 East 42nd Street Suite 1502, New York, NY 10017Mailing Address
110 East 42nd Street Suite 1502, New York, NY 10017Phone Number
(212) 632-0400Established
Pennsylvania since 12/13/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (41 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FELICE, ANTHONY PHILIP | CHIEF EXECUTIVE OFFICER | 4441607 |
| DOLL, LAWRENCE KIRK | OWNER | 5236486 |
| ELSAS, ROGER DEWITT | OWNER | 200659 |
| FAY, MELISSA JO HILER | OWNER | 5360445 |
| MARTINKO, JOHN CHRISTOPHER | OWNER | 5286067 |
| KIM, HYUNG S | OWNER | 5653676 |
| BRENNAN, PAUL FRANCIS | CHIEF OPERATING OFFICER | 2170928 |
| EDWARDS, JOHN WILLIAM JR. | CHIEF FINANCIAL OFFICER/FINOP | 1757360 |
| MAGEE, MARY BRENNAN | TRUSTEE, THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015 | — |
| SANOK, EDWARD WILLIAM | CHIEF COMPLIANCE OFFICER | 6301272 |
| THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015 | OWNER | — |
Disclosures
Regulatory Event
3Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
State Registrations and Notice Filings
(1/16/2026)
(6/21/2022)
(1/16/2026)
(6/22/2020)
(1/25/2022)
(6/22/2020)
(9/30/2020)
(1/16/2026)
(6/9/2020)
(1/16/2026)
(5/10/2022)
(6/21/2022)
(1/16/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2021About the Series 79TO examSRO Registrations
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
CRS (Client Relationship Summary) - BD
Click below to view Trevor Scott Brunell's CRS (Customer Relationship Summary).
Similar Advisors
WILLIAMS ASSET MANAGEMENT
FIDELITY BROKERAGE SERVICES LLC
TOR BROKERAGE LLC
SOUND WEALTH LLC
