DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Trevor Lee Scott

Vanguard Advisers, Inc.BD affiliatedPlano, Txdual registrantIAPD 6954019

Feed of 09/14/2026

Also filed as Trevor L Scott

At current firm

0 y

since May 8, 2026

In the industry

11 y

since Aug 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vanguard Advisers, Inc. BD affiliated current
since May 8, 2026 · Plano, Tx
Csenge Advisory Group, LLC independent RIA
Oct 30, 2025 to Feb 13, 2026 · Dallas, Tx
Peak American Investment Advisors, Inc. independent RIA
Jan 23, 2025 to Jul 18, 2025 · Plano, Tx
Fisher Investments independent RIA
Dec 4, 2023 to Jan 22, 2025 · Plano, Tx
Goldman Sachs Wealth Services, L.P. BD affiliated
Nov 24, 2021 to Dec 1, 2023 · Troy, Mi

Moves

a registration end followed by a registration begin elsewhere

Csenge Advisory Group, LLC to Vanguard Advisers, Inc.
left Feb 13, 2026, registered May 8, 2026 (84 days) · RIA to affiliated broker-dealer or bank
Peak American Investment Advisors, Inc. to Csenge Advisory Group, LLC
left Jul 18, 2025, registered Oct 30, 2025 (104 days) · RIA to RIA · moved with a team
Fisher Investments to Peak American Investment Advisors, Inc.
left Jan 22, 2025, registered Jan 23, 2025 (1 days) · RIA to RIA
Goldman Sachs Wealth Services, L.P. to Fisher Investments
left Dec 1, 2023, registered Dec 4, 2023 (3 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Trevor Lee Scott left Csenge Advisory Group, Llc for Vanguard Advisers, Inc. (registered 2026-05-08)
Feb 13, 2026 · Advisor changed firm · fact
Trevor Lee Scott left Peak American Investment Advisors, Inc. for Csenge Advisory Group, Llc (registered 2025-10-30)
Jul 18, 2025 · Advisor changed firm · fact
Trevor Lee Scott left Fisher Investments for Peak American Investment Advisors, Inc. (registered 2025-01-23)
Jan 22, 2025 · Advisor changed firm · fact
Trevor Lee Scott left Goldman Sachs Wealth Services, L.P. for Fisher Investments (registered 2023-12-04)
Dec 1, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address