AdvisorOS Directory
Claim Profile
Unclaimed Profile
CZ

Clare Hutton Kelly Zecher

TRILOGYLWP, LLC·GREENWICH, Connecticut
Series 28Clean recordTRILOGYLWP, LLC
33 BENEDICT PLACE, GREENWICH, CT 06830CRD# 5188822Firm CRD# 139013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clare Hutton Kelly Zecher · GREENWICH, CT
Registration
CRD #5188822 · TRILOGYLWP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 28
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRILOGY CAPITAL MANAGEMENT, LLC
CRD 139013 · SEC 801-65694
AUM
$150M
Regulatory assets under management
Employees
2
4 client accounts
Services offered by TRILOGY CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at TRILOGY CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Clare

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Clare is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Clare Hutton Kelly Zecher offer?
Clare Hutton Kelly Zecher specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Clare Hutton Kelly Zecher's credentials?
Clare Hutton Kelly Zecher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clare Hutton Kelly Zecher located?
Clare Hutton Kelly Zecher is based in GREENWICH, Connecticut, working with TRILOGYLWP, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Clare Hutton Kelly Zecher charge for services?
Clare Hutton Kelly Zecher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRILOGYLWP, LLC?
TRILOGYLWP, LLC has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRILOGYLWP, LLC

Barry David Kupferberg
RYE BROOK, NY

More Advisors in GREENWICH, Connecticut

Clifford Scott Asness
AQR CAPITAL MANAGEMENT, LLC·GREENWICH, CT
Thaddeus Sajous Cook
SEARLE & CO.·GREENWICH, CT
John Michael Wildern
NORTHCOAST ASSET MANAGEMENT LLC·GREENWICH, CT
CFP
Charles Morgan Royce
OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, CT
Amy Kommer Minella
CARDINAL CAPITAL MANAGEMENT, L.L.C.·GREENWICH, CT
Samir Siahmed
GENERATIVE INVESTMENT PARTNERS LP·GREENWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile