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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

TitleCo-Founder And Chief Investment Officer
Ownership10-25%
Control personNo
Since2023
View Trio Wealth Management, LLC →