Lena Kaloostian has been an investment adviser representative at Trinity Capital Management since October 2013, and is not listed among the firm’s executive officers or direct owners.
Trinity Capital Management, LLC is a Santa Barbara, CA firm with $557M under management, 393 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Lena Kaloostian’s longest registration is the current one, 13 years at Trinity Capital Management since 2013. Before joining Trinity Capital Management in 2013, Lena Kaloostian was registered through Trinity Financial Partners.
- – present · 13 yearsVentuta, CA · Adviser representative · Firm CRD 143097
- Trinity Financial Partners– · under a yearOntario, CA · Adviser representative · Firm CRD 136969
Investment adviser representative registrations
Lena Kaloostian is registered as an investment adviser representative in California, since October 2013.
- CaliforniaSince 3 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lena Lisa Kaloostian
- CRD
- 5391090
- Firm
- Trinity Capital Management · CRD 143097
- Office
- 21 S California St, STE. 310, Ventuta, CA 93001
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Lena Kaloostian work?
Lena Kaloostian is an investment adviser representative registered through Trinity Capital Management, LLC since October 2013, and is not listed among the firm’s executive officers or direct owners.
Is Lena Kaloostian a financial advisor?
Yes. Lena Kaloostian has a current investment-adviser registration in California, through Trinity Capital Management since October 2013.
How many years of experience does Lena Kaloostian have?
Lena Kaloostian has 13 years in the financial industry, since February 2013, across 2 adviser firms.
What exams has Lena Kaloostian passed?
Lena Kaloostian passed the Series 65 in January 2013.
Where did Lena Kaloostian work before Trinity Capital Management?
Before Trinity Capital Management, Lena Kaloostian was registered through Trinity Financial Partners, January 2013 to September 2013.
Where is Lena Kaloostian based?
Lena Kaloostian’s registered office is in Ventuta, CA.
Is Lena Kaloostian registered with FINRA?
No. Lena Kaloostian has no current broker registration.
How can I verify Lena Kaloostian’s record?
Search CRD 5391090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lena Kaloostian’s full registration record.