Paul Robert Volpe
Investment adviser representative at Trivium Point Advisory, LLC
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- LPL Financial LLCDec 2023 to now
- Trivium Point Advisory, LLCMay 2018 to now
- Paradigm Financial Partners, LLCMay 2018 to Dec 2023
- Purshe Kaplan Sterling InvestmentsMay 2018 to Dec 2023
- Kestra Financial Services, Inc.Apr 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Trivium Point Advisory, LLC
$1.6BAssets managed
850Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2575508
- Firm CRD
- 292182