Alicia K Pilon
Investment adviser representative at Trilogy Capital, Inc.
16 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
16 years in the industry.
- Trilogy Capital, Inc.Mar 2023 to now
- UndemployedNov 2019 to Feb 2023
- Dartmouth CollegeJan 2018 to Oct 2019
- California Institute of TechnologySep 2010 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7714505
- Firm CRD
- 281597