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James A Salerno

Trivium Point Advisory, LLC

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About James A Salerno

James A Salerno is an Investment Advisor Representative at Trivium Point Advisory, LLC. James has been in the financial services industry since 2008 and has a strong background in providing financial advice. James has a Series 7, 63 and 66 license as well as the SIE exam. James is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). James provides a range of services, including financial planning, investment management, and pension consulting. James has worked with both individual and institutional clients, helping them to achieve their financial goals.

Firm Information

James Salerno 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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James Salerno’s Registration & Firm History

CT

12/15/2023 - Present

Trivium Point Advisory, LLC (WESTPORT CT)

NY

03/25/2017 - 10/01/2020

MML INVESTORS SERVICES, LLC (ELMSFORD NY)

NY

10/17/2008 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)

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Licenses & Designations

BOTH

Issued 02/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James A Salerno.
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