Kevin D McLoughlin
Co-Founder And Chief Investment OfficerTrio Wealth Management, LLCCRD 4841719
About Kevin D McLoughlin
Kevin D McLoughlin is listed as Co-Founder And Chief Investment Officer at Trio Wealth Management, LLC in Great Falls, VA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Trio Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin D McLoughlin work?
Kevin D McLoughlin is listed as Co-Founder And Chief Investment Officer at Trio Wealth Management, LLC on SEC Form ADV.
How much of Trio Wealth Management, LLC does Kevin D McLoughlin own?
Form ADV reports a beneficial ownership band of 10-25%.
Trio Wealth Management, LLC
| Title | Co-Founder And Chief Investment Officer |
| Ownership | 10-25% |
| Control person | No |
| Since | 2023 |