# TREVOR LOONEY

TREVOR LOONEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-01-14 | 2025-03-31 | — |
| [STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/1254) | 2018-10-24 | 2021-03-31 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2016-09-14 | 2018-05-14 | — |
| [KEY INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/136300) | 2015-09-15 | 2016-08-15 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2013-02-22 | 2015-09-16 | — |
| [GBS FINANCIAL CORP.](https://search.stillhousedata.com/firm/16906) | 2012-08-02 | 2012-11-09 | — |
| [STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/1254) | 2007-07-17 | 2011-10-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5285772)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5285772.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.