Sonia Maria Lopez
Chief Compliance OfficerTrivest Investment Advisors, LLCCRD 5069074
About Sonia Maria Lopez
Sonia Maria Lopez is listed as Chief Compliance Officer at Trivest Investment Advisors, LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Trivest Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sonia Maria Lopez work?
Sonia Maria Lopez is listed as Chief Compliance Officer at Trivest Investment Advisors, LLC on SEC Form ADV.
How much of Trivest Investment Advisors, LLC does Sonia Maria Lopez own?
Form ADV reports a beneficial ownership band of Under 5%.
Trivest Investment Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |