Unclaimed Profile

Carol N D Holley

TRILOGY GLOBAL ADVISORS, LP·NEW YORK, New York

Clean recordTRILOGY GLOBAL ADVISORS, LP

1140 AVENUE OF THE AMERICAS, NEW YORK, NY 10036-7701CRD# 4940696Firm CRD# 107951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol N D Holley · NEW YORK, NY

Registration

CRD #4940696 · TRILOGY GLOBAL ADVISORS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol N D Holley is a registered financial advisor based in NEW YORK, New York, affiliated with TRILOGY GLOBAL ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRILOGY GLOBAL ADVISORS, LP

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4940696

Firm CRD# 107951

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Frequently Asked Questions

What services does Carol N D Holley offer?

Carol N D Holley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Carol N D Holley's credentials?

Carol N D Holley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol N D Holley located?

Carol N D Holley is based in NEW YORK, New York, working with TRILOGY GLOBAL ADVISORS, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Carol N D Holley charge for services?

Carol N D Holley'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 TRILOGY GLOBAL ADVISORS, LP?

TRILOGY GLOBAL ADVISORS, LP has approximately 40 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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