Besart Beluli

Employer firm

Trivium Point Advisory, LLC CRD 292182

$1.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 04/2018
  Td Ameritrade
  Scarsdale, NY
• 04/2018 → 08/2020
  Altium Wealth Management Llc
  Purchase, NY
• 09/2020 → 01/2022
  Investment Metrics
  Norwalk, CT
• 01/2022 → 06/2023
  Private Client Resources
  Wilton, CT
• 06/2023 → 05/2024
  Trinet
  New York, NY
• 05/2024 → Present
  Trivium Point Advisory, Llc
  Wilton, CT

Previous Registrations

• 2020-07-02 → 2020-10-02
  Altium Wealth Management Llc
  Purchase, NY
• 2017-05-22 → 2018-04-16
  Td Ameritrade, Inc.
  Scarsdale, NY
• 2017-05-23 → 2018-04-16
  Td Ameritrade Investment Management, Llc
  Scarsdale, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-08
• S63 Uniform Securities Agent State Law Examination
  2016-05-13

Other Names

• Brad Beluli