Advisor at Canopy Capital Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Canopy Capital Group
Location
Woburn, MA 01801
Credentials
Series 63, Series 65, Series 66
Industry experience
16 years
Trevor Dean is a financial advisor at Canopy Capital Group with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Columbia Management Investment Distributors Inc and Windham Capital Management. Canopy Capital Group provides sub-advisory portfolio management to other investment professionals and financial advisors through an internet-based platform, delivering customized portfolios primarily composed of fixed income securities with possible inclusion of U.S. equities, ETFs, and mutual funds. The firm focuses on algorithmic, model-driven implementation and serves other registered investment advisers rather than retail investors directly.
Based on Canopy Capital Group
Account minimum: $350,000 (may be waived at Adviser’s discretion)
237 Lexington Street, Suite 207
Woburn, MA 01801
Massachusetts
Canopy Capital Group
2024 - Present (2 years)
On Trajectory
2022 - 2024 (2 years)
NDVR
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Columbia Management Investment Distributors Inc
2018 - 2021 (3 years)
Horizon Inestments
2017 - 2018 (1 year)
Race Rock Capital LLC
2017 - 2017 (1 year)
Windham Capital Management
2014 - 2017 (3 years)
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Other specialized services
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