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Ron Andrew Pac

Trivium Point Advisory, LLC

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About Ron Andrew Pac

Ron Andrew Pac is a financial advisor and Registered Investment Advisor with Trivium Point Advisory, LLC. Ron has been in the financial industry since 2010 and has a Series 6, 7, 63, and 65 licenses along with the SIE Exam. Ron is also a Certified Financial Planner and a Chartered Financial Consultant. Ron has experience with both LPL Financial and Massachusetts Mutual Life Insurance Company. Ron is also an owner of several real estate rental businesses and a plastics company.

Firm Information

Ron Pac 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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Ron Pac’s Registration & Firm History

NY

12/15/2023 - Present

Trivium Point Advisory, LLC (WHITE PLAINS NY)

NY

03/25/2017 - 10/01/2020

MML INVESTORS SERVICES, LLC (ELMSFORD NY)

NY

02/28/2012 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)

NY

07/30/2010 - 03/01/2012

PARK AVENUE SECURITIES LLC (TARRYTOWN NY)

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Licenses & Designations

IA

Issued 05/25/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ron Andrew Pac.
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