Rae Nathan
Investment adviser representative at Trilogy Capital, Inc.
13 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
13 years in the industry.
- Trilogy Capital, Inc.Oct 2024 to now
- Trilogy FinancialAug 2024 to now
- UnemployedMar 2024 to Jul 2024
- KpmgApr 2023 to Mar 2024
- Department of the Prime Minister & CabinetMay 2021 to Apr 2023
- Public Service CommissionAug 2018 to Apr 2021
- Grill Meats BeerApr 2018 to Jul 2018
- Shakabrah JavaDec 2017 to Mar 2018
- Sluggo BrewingJul 2017 to Dec 2017
- University of Puget SoundAug 2013 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7966120
- Firm CRD
- 281597