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Ervin Braun

Trivium Point Advisory, LLC

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About Ervin Braun

Ervin Braun is an Investment Advisor Representative at Trivium Point Advisory, LLC. Ervin is licensed to provide financial services in Connecticut. Ervin has been active in the financial services industry since 2013 and has experience working with high net worth individuals and pensions and profit sharing plans. Ervin holds a Series 65 license. In addition to financial services, Ervin is also the CEO and Director of OptMed, Inc., a New York-based company that develops specialty healthcare products.

Firm Information

Ervin Braun is currently registered with Trivium Point Advisory, LLC. Trivium Point Advisory, LLC is an investment advisor based in Westport, CT. They provide a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $716,160,443 in assets and serves a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Trivium Point Advisory, LLC

315 POST ROAD WEST

WESTPORT, CT 06880

$716.16M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ervin Braun’s Registration & Firm History

CT

12/13/2018 - Present

Trivium Point Advisory, LLC (OLD GREENWICH CT)

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Licenses & Designations

IA

Issued 11/17/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ervin Braun.
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