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).

Current Firm Details
315 Post Road West, Westport, CT 06880
https://www.facebook.com/triviumpoint
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 11 - 13 of 13 top financial advisors.
11
Paul Volpe, financial advisor Westport CT
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.

12
Ziyah Esbenshade, financial advisor Westport CT
Ziyah R. Esbenshade
CRD#: 2847848
315 Post Road West, Westport, CT 06880

Ziyah Esbenshade (CRD# 2847848) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 26 years of experience in the finance industry.

13
Stephen Haeckel, financial advisor Westport CT
Stephen T. Haeckel
CRD#: 4813429
315 Post Road West, Westport, CT 06880

Stephen Haeckel (CRD# 4813429) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 19 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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