Trevor William Thompson

Crescent Sterling Ltd.

1 Year of Experience

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Firm Information

Crescent Sterling Ltd.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

195 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$214.1M

Fee Structure

This document does not contain any fee information. It is a brochure supplement providing information about the supervised persons of Crescent Sterling Ltd.

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Advisor Information

Office location

4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Trevor is the owner/principal of TWT Consultants, LLC, which provides various consulting services. He spends minimal time on this activity outside of securities trading hours, with duties depending on contracted work.