Kevin McLoughlin has been Co-Founder and Chief Investment Officer of Trio Wealth Management since October 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kevin McLoughlin holds a B.S. in Finance from Saint Joseph's University. Kevin McLoughlin is a graduate of certificate in Financial Planning, Georgetown University.
Trio Wealth Management, LLC is a Great Falls, VA firm with $134M under management, 87 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Kevin McLoughlin is CIO and Co-Founder of Trio Wealth Management. He entered the financial services industry in 2006 and also spent four years in management consulting at Booz Allen Hamilton and Deloitte & Touche, LLP. He has held leadership roles in operations, portfolio management, and as a wealth manager for high-net-worth clients.
Kevin McLoughlin’s longest registration was 3 years at Goldman Sachs Personal Financial Management (2018–2021). Before joining Trio Wealth Management in 2023, Kevin McLoughlin was registered through Goldman Sachs Personal Financial Management.
- Goldman Sachs Personal Financial Management– · 3 yearsGreat Falls, VA · Adviser representative · Firm CRD 134600
Professional designations
Listed by Trio Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin McLoughlin is registered as an investment adviser representative in Virginia, since October 2023.
- VirginiaSince 12 October 2023
Examinations
No examinations are on Kevin McLoughlin’s record.
- Full name
- Kevin D McLoughlin
- CRD
- 4841719
- Firm
- Trio Wealth Management · CRD 328042
- Role
- Co-Founder and Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triowm.com
Where does Kevin McLoughlin work?
Kevin McLoughlin has been Co-Founder and Chief Investment Officer of Trio Wealth Management, LLC since October 2023.
Is Kevin McLoughlin a financial advisor?
Yes. Kevin McLoughlin has a current investment-adviser registration in Virginia, through Trio Wealth Management since October 2023.
How many years of experience does Kevin McLoughlin have?
Kevin McLoughlin has 6 years in the financial industry, since February 2020, across 2 adviser firms.
Where did Kevin McLoughlin work before Trio Wealth Management?
Before Trio Wealth Management, Kevin McLoughlin was registered through Goldman Sachs Personal Financial Management, April 2018 to December 2021.
Is Kevin McLoughlin registered with FINRA?
No. Kevin McLoughlin has no current broker registration.
Is Kevin McLoughlin a CFP?
Trio Wealth Management lists Kevin McLoughlin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin McLoughlin’s record?
Search CRD 4841719 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin McLoughlin’s full registration record.
