Trivium Point Advisory, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

292182

SEC number

801-112426

Firm type

RIA

Assets under management

$1.6B as of Mar 6, 2026

Website

www.linkedin.com/company/trivium-point-advisory ↗

Phone

(203) 221-3085

Address

40 Danbury Road, Wilton, CT, 06897

Advisors at this firm

15 in our index · page 1 of 1

• Ervin BraunCRD 5905685 · Old Greenwich, CT
  IA Registered
• Cole ConradCRD 6123930 · Wilton, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Anthony CironeCRD 7006240 · Wilton, CT
  IA RegisteredBroker
• Ziyah Ruth EsbenshadeCRD 2847848 · White Plains, NY
  IA RegisteredBroker
• George Robert GerhardCRD 4597365 · Wilton, CT
  IA RegisteredBroker
• David Grad HalperCRD 2029654 · Wilton, CT
  IA RegisteredBroker
• Stephen Thomas HaeckelCRD 4813429 · White Plains, NY
  IA RegisteredBroker
• Ron Andrew PacCRD 5740995 · White Plains, NY
  IA RegisteredBroker
• Lee Scott RawiszerCRD 1248193 · Wilton, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Greg ReCRD 6103648 · Stamford, CT
  IA Registered
• James A SalernoCRD 5591139 · Melville, NY
  IA RegisteredBroker
• Edward J SchechterCRD 5746730 · Stamford, CT
  IA Registered
• Bianca J SchumanCRD 6263149 · Wilton, CT
  IA RegisteredRegistration inactive
• Traci Leigh SaxonCRD 6571573 · Wilton, CT
  IA RegisteredBroker
• James Allen ThompsonCRD 1175981 · White Plains, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.