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Inactive

Besart Beluli

Trivium Point Advisory, LLC

Wilton, 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 2026-03-05
  • CT RA
    APPROVED
    Since 2026-03-05

Branch Locations

40 Danbury Road Suite 301, Wilton, CT 06897 • 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
Td Ameritrade Scarsdale NY 02/2016 04/2018
Altium Wealth Management Llc Purchase NY 04/2018 08/2020
Investment Metrics Norwalk CT 09/2020 01/2022
Private Client Resources Wilton CT 01/2022 06/2023
Trinet New York NY 06/2023 05/2024
Trivium Point Advisory, Llc Wilton CT 05/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-08
S63 Uniform Securities Agent State Law Examination 2016-05-13
  • S65 Uniform Investment Adviser Law Examination
    2016-08-08
  • S63 Uniform Securities Agent State Law Examination
    2016-05-13
Other Names
  • Brad Beluli

View on SEC IAPD

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Other Offices

AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
AGILIS INVESTMENT MANAGEMENT LLC · WILTON, CT
ROUND ROCK ADVISORS LLC · WILTON, CT
STONEBRIDGE ADVISORS LLC · WILTON, CT
AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
OAK MANAGEMENT CORPORATION · WILTON, CT
MERIT FINANCIAL ADVISORS · Wilton, CT
OSAIC WEALTH, INC. · WILTON, CT

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