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Kevin D Mcloughlin

Trio Wealth Management, LLC

Sterling, VA

Great Falls, VA

CRD 4841719

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Employer firm

Trio Wealth Management, LLC CRD 328042

$134M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Trio Wealth Management, Llc

774A Walker Road, Great Falls, VA 22066 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-10-12
  • VA RA
    APPROVED
    Since 2023-10-12

Branch Locations

Sterling, VA • United States

774A Walker Road, Great Falls, VA 22066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Financial Services, Llc Glenville NY 08/2016 08/2017
Arista Wealth Advisors, Ltd. Albany NY 09/2017 03/2018
United Capital Financial Advisers, Llc Newport Beach CA 04/2018 10/2021
Chain Bridge Bank, N.A. Mclean VA 11/2021 10/2023
Trio Wealth Management, Llc Great Falls VA 10/2023 Present
  • 08/2016 → 08/2017
    Capital Financial Services, Llc
    Glenville, NY
  • 09/2017 → 03/2018
    Arista Wealth Advisors, Ltd.
    Albany, NY
  • 04/2018 → 10/2021
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 11/2021 → 10/2023
    Chain Bridge Bank, N.A.
    Mclean, VA
  • 10/2023 → Present
    Trio Wealth Management, Llc
    Great Falls, VA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Kevin Daniel Mcloughlin

View on SEC IAPD

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