Carolina Carranza hernandez
Investment adviser representative at Trilogy Capital, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Trilogy Financial ServicesJan 2026 to now
- Trilogy Capital, Inc.May 2021 to now
- Trilogy Financial ServicesSep 2020 to Dec 2025
- University of ArizonaAug 2019 to Jun 2020
- CitibankJun 2019 to Aug 2019
- AccentureMar 2019 to Jun 2019
- UnemployedJan 2019 to Feb 2019
- University StudentAug 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7279609
- Firm CRD
- 281597