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Trilok Subedi

Investment adviser representative at First Command Advisory Services
12 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. First Command Advisory ServicesApr 2025 to now
  2. First CommandJul 2024 to now
  3. Himalayan Gourmet Delights LLCMar 2024 to Aug 2025
  4. Charles Schwab and Co., Inc.Mar 2023 to Jul 2024
  5. TD AmeritradeDec 2013 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

First Command Advisory Services

$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
5325552
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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