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Barry David Kupferberg

TRILOGY CAPITAL MANAGEMENT, LLC·RYE BROOK, New York
SIE, Series 7, Series 7TO, Series 63Clean recordTRILOGY CAPITAL MANAGEMENT, LLC
800 WESTCHESTER AVE., RYE BROOK, NY 10573CRD# 1570988Firm CRD# 139013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry David Kupferberg · RYE BROOK, NY
Registration
CRD #1570988 · TRILOGY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
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

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04

Frequently Asked Questions

What services does Barry David Kupferberg offer?
Barry David Kupferberg specializes in Retirement Planning, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Barry David Kupferberg's credentials?
Barry David Kupferberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry David Kupferberg located?
Barry David Kupferberg is based in RYE BROOK, New York, working with TRILOGY CAPITAL MANAGEMENT, LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Barry David Kupferberg charge for services?
Barry David Kupferberg'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 CAPITAL MANAGEMENT, LLC?
TRILOGY CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRILOGY CAPITAL MANAGEMENT, LLC

Clare Hutton Kelly Zecher
GREENWICH, CT

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