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CRD#: 173059
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for TRILOMA SECURITIES, LLC Comes From
Understanding the Statistics for TRILOMA SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
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Breakdown of Assets Under Management
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Firm Disclosures
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FIRM INFORMATION
Established
Florida since 08/11/2014
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TRILOMA SECURITIES, LLC
KF
Katherine Lynn Feeney
IAR
CRD#: 8000486
Location:
Summit, NJ 07901
Company:
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
1 year
JB
John Christian Bullitt
IAR
CRD#: 6361324
Location:
El Segundo, CA 90245
Company:
VALIDUS CAPITAL LLC
Disclosures:
Experience:
11 years
John Kyle Redican
IAR
CRD#: 2520343
Location:
New York, NY 10018
Company:
HIGHTOWER ADVISORS, LLC
Disclosures:
Experience:
31 years
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