Matthew Stephen Lyons

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

• 10/2023 → Present
  Trilogy Financial Services
  San Diego, CA
• 08/2022 → 10/2023
  Empower
  Greenwood Village, CO
• 01/2021 → 05/2022
  Vail Reports
  Bloomfield, CO
• 05/2019 → 10/2020
  Epting Events
  Athens, GA
• 04/2014 → 07/2020
  Savannah Golf Club
  Savannah, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-14