Ron Andrew Pac
Investment adviser representative at Trivium Point Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Ron Andrew Pac? Claim your profile
Contact this firm
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
14 years in the industry.
- Trivium Point Advisory, LLCDec 2023 to now
- LPL Financial LLCSep 2020 to now
- MML Investors Services, LLCMar 2017 to Aug 2020
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Aug 2020
- Metlife Securities Inc.Feb 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5740995
- Firm CRD
- 292182