Michael Falvey
Investment adviser representative at Trinity Investment Management, LLC
12 yearsExperience
4 statesRegistered in
$126.2MFirm assets
19 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trinity Investment Management, LLCJun 2023 to now
- Brick Wall Advisors, LLCJun 2021 to May 2023
- Graduate StudentAug 2019 to May 2021
- United States Marine CorpsJun 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (IL, MI, NC, TX).
Trinity Investment Management, LLC
$126.2MAssets managed
50Clients
2Advisers
19 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
- 7792475
- Firm CRD
- 133873