Kevin D McLoughlin
Investment Adviser Representative at TRIO Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin D. Mcloughlin is an investment adviser representative with TRIO Wealth Management, LLC in Great Falls, VA, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Goldman Sachs Personal Financial Management. They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Financial Services, LLCAug 2016 – Aug 2017Glenville, NY
- Arista Wealth Advisors, Ltd.Sep 2017 – Mar 2018Albany, NY
- United Capital Financial Advisers, LLCApr 2018 – Oct 2021Newport Beach, CA
- Chain Bridge Bank, N.A.Nov 2021 – Oct 2023McLean, VA
- Trio Wealth Management, LLCOct 2023 – no end date reportedGreat Falls, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TRIO Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial life planning, investment management, retirement plans, tax planning, estate planning, education funding, and insurance reviews.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Great Falls, VA
- SEC file number:
- 801-134440
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at TRIO Wealth Management, LLC
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin D McLoughlin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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