Evelyn Pachuca lazo
Investment adviser representative at Trilogy Capital, Inc.
11 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
11 years in the industry.
- Trilogy FinancialJul 2026 to now
- Trilogy Capital, Inc.Oct 2025 to now
- Trilogy FinancialAug 2025 to Jun 2026
- Community Programs OfficeOct 2021 to Aug 2025
- University of California - Los AngelesAug 2021 to Jun 2025
- Extreme Food and BeverageAug 2021 to Aug 2021
- National Academy of AthleticsJun 2021 to Aug 2021
- Evsdesignsco - Etsy ShopMay 2020 to Sep 2021
- Extreme Food and BeverageAug 2019 to Aug 2019
- Macy'sApr 2019 to Jul 2020
- Extreme Food and BeverageAug 2018 to Aug 2018
- Roseland University PrepAug 2017 to May 2021
- Extreme Food and BeverageAug 2017 to Aug 2017
- Roseland Accelerated Middle SchoolAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8144202
- Firm CRD
- 281597