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Seamus Stephen Molony

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.

  1. Trilogy Capital, Inc.Sep 2026 to now
  2. Trilogy FinancialAug 2026 to now
  3. Ep Wealth AdvisorsMar 2026 to Jun 2026
  4. Stratos Private WealthMay 2025 to Dec 2025
  5. Jack’s SurfboardsJun 2024 to Aug 2024
  6. San Diego State UniversityAug 2022 to May 2026
  7. Aqua Surf CampJun 2022 to Aug 2022
  8. Palos Verdes Peninsula High SchoolAug 2018 to Jul 2022
  9. Palos Verdes Intermediate SchoolAug 2015 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8305368
Firm CRD
281597
Advisor's SEC record (opens in a new tab)
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