Trevor D. Christie

  • Financial Planner
  • Financial Services Representative
  • Investment Advisor Representative

As an Investment Advisor Representative, Trevor acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

• Licensed to sell Life, Accident, and Health Insurance
• Holds his series 7 and 66 securities license
• Graduate of Pennsylvania State Univeristy with a Bachelor’s Degree in Business Management

• Currently resides in Cromwell, CT
• In his free time, he enjoys lifting and working out as well as golf, cycling, and reading


I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

Check the background of this registered representative on FINRA’s BrokerCheck