Trivium Point Advisory, LLC

Trivium Point Advisory, LLC (CRD# 292182) is a financial advisory firm headquartered in Westport, CT. They manage $716,160,443 in 938 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    716
    MILLION
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $763,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, NJ, NY, OH, SC, TX

Financial Advisors at Trivium Point Advisory, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Ervin Braun
CRD#: 5905685
Old Greenwich, CT

Ervin Braun (CRD# 5905685) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Old Greenwich, CT and has over 5 years of experience in the finance industry.

2
David G. Halper
CRD#: 2029654
315 Post Road West, Westport, CT 06880

David Halper (CRD# 2029654) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 34 years of experience in the finance industry.

3
Lee S. Rawiszer
CRD#: 1248193
315 Post Road West, Westport, CT 06880

Lee Rawiszer (CRD# 1248193) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 39 years of experience in the finance industry.

4
Greg Re
CRD#: 6103648
2777 Summer Street, 4th Floor, Stamford, CT 06905

Greg Re (CRD# 6103648) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Stamford, CT and has over 11 years of experience in the finance industry.

5
Traci L. Saxon
CRD#: 6571573
315 Post Road West, Westport, CT 06880

Traci Saxon (CRD# 6571573) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 8 years of experience in the finance industry.

6
Edward J. Schechter
CRD#: 5746730
Stamford, CT

Edward Schechter (CRD# 5746730) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Stamford, CT and has over 14 years of experience in the finance industry.

7
James W. Van Metter
CRD#: 2437634
711 Westchester Ave., Suite 305, White Plains, NY 10604

James Van Metter (CRD# 2437634) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in White Plains, NY and has over 30 years of experience in the finance industry.

8
Paul R. Volpe
CRD#: 2575508
315 Post Road West, Westport, CT 06880

Paul Volpe (CRD# 2575508) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 29 years of experience in the finance industry.

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