Trever L. Robbins

ARCADIA WEALTH MANAGEMENT

Manchester, NH 03101

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CRD#: 7565959

Professional summary

Trever Lawrence Robbins Sr., who also goes by Trever L Robbins, Trever Lawrence Robbins Sr., is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire.

Trever is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Trever has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trever L Robbins | Trever Lawrence Robbins Sr.

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 Trever Lawrence Robbins Sr.'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®

None

Experience

Current

May 16, 2024 - Present

ARCADIA WEALTH MANAGEMENT, LLC

Office #1: 155 Dow Street Suite 301, Manchester, NH 03101

RIA

CRD#: 284925

Manchester, NH

Past

August 3, 2023 - August 23, 2023

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

DALLAS, TX

Past

June 27, 2023 - August 23, 2023

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, 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".

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(6/4/2024)

IAR

New Hampshire
(5/16/2024)

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

IAR

Series 66

Date: 8/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/27/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/19/2023

Securities Industry Essentials Examination

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

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Contact information

Main Address

155 Dow Street Suite 301, Manchester, NH 03101

Mailing Address

Phone number

(603) 681-9190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	2,615
AUM (Assets Under Management)	$ 380,224,278

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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Trever L. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trever Lawrence Robbins Sr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCADIA WEALTH MANAGEMENT, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARCADIA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2023

Series 7TO

Date: 6/27/2023

SIE

Date: 4/19/2023

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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