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Greg Re

Trivium Point Advisory, LLC

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About Greg Re

Greg Re is a registered Investment Advisor Representative associated with Trivium Point Advisory, LLC. Greg's primary registration is in Connecticut. Greg has been in the industry since January 2005 and has worked for Martin, Decruz and Company, LLP, Altium Wealth Management LLC, and Paradigm Financial Partners, LLC. Greg holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The majority of Greg's time will be spent working with Martin, Decruz and Company, LLP as an accountant in Stamford, Connecticut. Greg's firm, Trivium Point Advisory, LLC, has a total of 15 licensed agents, 14 investment advisor representatives, and 17 registered representatives. The firm primarily provides financial planning and portfolio management for individuals and pension consulting services.

Firm Information

Greg Re 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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Greg Re’s Registration & Firm History

CT

06/25/2019 - Present

Trivium Point Advisory, LLC (Stamford CT)

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Licenses & Designations

IA

Issued 07/19/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Greg Re.
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