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Gary Sussman

Trilogy Capital, Inc.

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About Gary Sussman

Gary Sussman is a financial advisor with over 20 years of experience in the industry. He is currently registered with Trilogy Capital, Inc., an independent investment advisor firm. Gary has also been registered with National Planning Corporation, LPL Financial LLC and Trilogy Financial Services Inc. Gary holds a Series 6, 7, 63 and 66 licenses and is a Certified Financial Planner. Gary provides financial planning and investment advisory services to individuals, families and small businesses. He is dedicated to helping clients achieve their financial goals through customized financial strategies.

Firm Information

Gary Sussman is currently registered with Trilogy Capital, Inc.. Trilogy Capital, Inc. is an investment advisor registered with the SEC and located in Irvine, CA. They manage approximately $1.89 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. Trilogy Capital, Inc. also participates in wrap fee programs.
Trilogy Capital, Inc.

2601 MAIN STREET

IRVINE, CA 92614

$1.89B

Assets Under Management

35

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Sussman’s Registration & Firm History

CA

07/19/2017 - Present

Trilogy Capital, Inc. (San Diego CA)

CA

03/28/2002 - 11/29/2017

NATIONAL PLANNING CORPORATION (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gary Sussman. Review regulatory record here.
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