David Michael Mcdonough
Investment adviser representative at Trilogy Capital, Inc.
18 yearsExperience
1 stateRegistered in
$3.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Trilogy Capital, Inc.Feb 2024 to now
- Flagship Wealth Powered By Trilogy FinancialFeb 2024 to now
- LPL Financial LLCJun 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (MA).
Trilogy Capital, Inc.
$3.2BAssets managed
8,388Clients
72Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2497561
- Firm CRD
- 281597