Myles Anschuetz Anderson

Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 08/2014 → 05/2017
  Coastal Carolina University
  Conway, SC
• 08/2018 → Present
  Bank Of America, N.A.
  San Diego, CA
• 02/2026 → Present
  Trilogy Financial
  San Diego, CA

Previous Registrations

• 2018-09-20 → 2025-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Myrtle Beach, SC
  San Diego, CA

Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-19

Other Names

• Myles Anderson