Greg Re
Investment adviser representative at Trivium Point Advisory, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Trivium Point Advisory, LLCJun 2019 to now
- Paradigm Financial Partners, LLCJun 2019 to now
- Martin, Decruz and Company, LLPJan 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6103648
- Firm CRD
- 292182