Matthew Stephen Lyons
Investment adviser representative at Trilogy Capital, Inc.
12 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
12 years in the industry.
- Trilogy Capital, Inc.Dec 2023 to now
- Trilogy Financial ServicesOct 2023 to now
- EmpowerAug 2022 to Oct 2023
- Vail ReportsJan 2021 to May 2022
- Epting EventsMay 2019 to Oct 2020
- Savannah Golf ClubApr 2014 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7603064
- Firm CRD
- 281597