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Edward J Schechter

Trivium Point Advisory, LLC

Stamford, CT

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Current Employers
Trivium Point Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-06-13
  • CT RA
    APPROVED
    Since 2019-06-13

Branch Locations

Stamford, CT • 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
Berkow, Schechter & Company Llp Stamford CT 09/1987 Present
Kestra Financial Services, Inc. Austin TX 04/2016 12/2018
Paradigm Financial Partners, Llc Westport CT 09/2018 Present
  • 09/1987 → Present
    Berkow, Schechter & Company Llp
    Stamford, CT
  • 04/2016 → 12/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 09/2018 → Present
    Paradigm Financial Partners, Llc
    Westport, CT
Previous Registrations
Other Businesses

1) BUSINESS NAME: BERKOW, SCHECHTER & COMPANY LLP | | HOURS PER MONTH: 200 | NATURE OF BUSINESS: CPA OR ACCOUNTANT |START DATE: 09/01/1987 2) BUSINESS NAME: BERKOW, SCHECHTER FINANCIIAL ADVISORS | | HOURS PER MONTH: 5 | NATURE OF BUSINESS: FINANCIAL PLANNING |START DATE: 01/01/2005 3) BUSINESS NAME: FIRE ISLAND SYNAGOGUE | | HOURS PER MONTH: 10 | NATURE OF BUSINESS: OTHER |START DATE: 06/01/1998 4)NON-COMPENSATORY TRUSTEE | | HOURS PER MONTH 1 | NATURE OF BUSINESS : TRUSTEE - | START DATE: 9/15/2014 12:00:00 AM +00:00

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-02
  • S65 Uniform Investment Adviser Law Examination
    2010-02-02

View on SEC IAPD

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