Casey Dettorre
Investment adviser representative at Trilogy Capital, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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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
19 years in the industry.
- LPL Financial LLCNov 2017 to now
- Trilogy Capital, Inc.Jan 2015 to now
- Trilogy Financial ServicesMar 2007 to now
- National Planning CorporationMar 2007 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5311424
- Firm CRD
- 281597