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Traci Leigh Saxon

Trivium Point Advisory, LLC

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About Traci Leigh Saxon

Traci Leigh Saxon is a financial advisor registered with the state of Connecticut and the FINRA. Saxon is associated with Trivium Point Advisory, LLC, a registered investment advisor firm, and has over 7 years of experience in the industry. Traci's specializations include portfolio management for individuals, pension consulting, selection of other advisors, and financial planning. Traci holds Series 7, 63, and 65 securities licenses.

Firm Information

Traci Saxon 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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Traci Saxon’s Registration & Firm History

CT

05/15/2018 - Present

Trivium Point Advisory, LLC (WESTPORT CT)

CT

06/19/2018 - 12/15/2023

PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)

CT

09/02/2016 - 05/30/2018

KESTRA INVESTMENT SERVICES, LLC (WESTPORT CT)

CT

01/11/2016 - 06/28/2016

HEDGEBAY SECURITIES LLC (Westport CT)

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Licenses & Designations

IA

Issued 09/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Traci Leigh Saxon.
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