Best Investors Account Sign in
Inactive

Greg Re

Trivium Point Advisory, LLC

Stamford, CT

Claim This Profile
Current Employers
Trivium Point Advisory, Llc

40 Danbury Road Suite 301, Wilton, CT 06897 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-06-25
  • CT RA
    APPROVED
    Since 2019-06-25

Branch Locations

2777 Summer Street 4Th Floor, Stamford, CT 06905 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martin, Decruz And Company, Llp Stamford CT 01/2005 Present
Paradigm Financial Partners, Llc Westport CT 06/2019 Present
  • 01/2005 → Present
    Martin, Decruz And Company, Llp
    Stamford, CT
  • 06/2019 → Present
    Paradigm Financial Partners, Llc
    Westport, CT
Previous Registrations
  • 2016-06-27 → 2018-05-17
    Kestra Advisory Services, Llc
    Austin, TX
  • 2016-06-27 → 2016-09-22
    Kestra Investment Services, Llc
    Stamford, CT
    Austin, TX
  • 2012-08-06 → 2015-05-20
    Altium Wealth Management Llc
    Purchase, NY
Other Businesses

THE MAJORITY OF HIS TIME WILL BE SPENT WORKING WITH MARTIN, DECRUZE AND COMPANY, LLP AS AN ACCOUNTANT IN STAMFORD CT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-19
  • S65 Uniform Investment Adviser Law Examination
    2012-07-19
Other Names
  • Greg Re
  • Gregory Re
  • Greg Roger Re

View on SEC IAPD

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor