Trevor Looney

CRD 5285772 · Fidelity Brokerage Services LLC · Tigard, OR

IA RegisteredBroker

Also appears in the source record as: Trevor Jewel Looney; Trevor Looney

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (14): Arizona · Arkansas · California · Colorado · Connecticut · Indiana · Michigan · Minnesota · Nevada · New Jersey · Oregon · South Carolina · Texas · Washington
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (16)

From the source registration record · current first

Strategic Advisers LLCCurrent
Tigard, OR · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Tigard, OR · BD capacity

Dec 20, 2021 → present
Fidelity Brokerage Services LLCCurrent
Tigard, OR · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jan 14, 2022 → Mar 31, 2025
Umpqua Investments, Inc.
BD capacity

Oct 25, 2018 → Mar 31, 2021
Umpqua Investments, Inc.
IA capacity

Oct 24, 2018 → Mar 31, 2021
Ameriprise Financial Services, Inc.
BD capacity

Sep 14, 2016 → May 14, 2018
Ameriprise Financial Services, Inc.
IA capacity

Sep 14, 2016 → May 14, 2018
Key Investment Services LLC
BD capacity

Sep 15, 2015 → Aug 15, 2016
Key Investment Services LLC
IA capacity

Sep 15, 2015 → Aug 15, 2016
Wells Fargo Advisors Financial Network, LLC
BD capacity

Feb 22, 2013 → Sep 16, 2015
Wells Fargo Advisors Financial Network, LLC
IA capacity

Feb 22, 2013 → Sep 16, 2015
Gbs Financial Corp.
BD capacity

Sep 18, 2012 → Nov 9, 2012
Gbs Financial Corp.
IA capacity

Aug 2, 2012 → Nov 9, 2012
Umpqua Investments, Inc.
IA capacity

Jul 17, 2007 → Oct 3, 2011
Umpqua Investments, Inc.
BD capacity

Mar 14, 2007 → Oct 3, 2011

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5285772 ↗ FINRA BrokerCheck record for CRD 5285772 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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