Christopher
Molony

Trilogy Capital, Inc

CRD#5577029
Investment Advisor
in Torrance, CA

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About this Advisor

Christopher Molony is an investment advisor based in Torrance, California. Currently a registered advisor with Trilogy Capital, Inc, Molony has 11 years of practice as an investment advisor. Molony has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Molony can act as an advisor based out of California. Their career trajectory has included roles at National Planning Corporation, Trilogy Financial Services, Trilogy Capital, Inc and Lpl Financial LLC. Trilogy Capital, Inc is headquartered in Torrance, California, and operates out of nine other offices throughout the nation. As a registered investment firm, Trilogy Capital, Inc oversees $877 million in assets covering 13,407 client accounts and employs more than 104 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Trilogy Capital, Inc can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

19191 S. Vermont Ave, Suite 400
Torrance, CA 90502

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Trilogy Capital, Inc Brokerage Details

Total Assets Under Management

$877,118,319

CA Average: $7,578,581,321
Total Number of Employees

104

CA Average: 43
Total Number of Accounts

13,407

CA Average: 3,727
Average Account Size

$65,422

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Molony Work History

Christopher has 12 years of experience.

2017 - Present (3 years)

Lpl Financial LLC

2015 - Present (5 years)

Trilogy Capital, Inc

2008 - Present (12 years)

Trilogy Financial Services

2008 - 2017 (9 years)

National Planning Corporation

Disclosures

Christopher Molony has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Trilogy Capital, Inc

Enri Santee
Huntington Beach, CA
Hallie Dena
Huntington Beach, CA
Brian Gasbarro
Woburn, MA
Gonzalo De Leon Plata
Scottsdale, AZ
Janeane Vena
West Covina, CA
Ruth Hernandez
Scottsdale, AZ
Edmundo Alvarado
West Covina, CA
Julie Foong
West Covina, CA

This content was compiled from the SEC and FINRA.

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