Greg Re

TRIVIUM POINT ADVISORY

Stamford, CT 06905

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CRD#: 6103648

Professional summary

Greg Re, who also goes by Greg Roger Re, Gregory Re, is a registered financial advisor currently at TRIVIUM POINT ADVISORY, LLC located in Stamford, Connecticut.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Greg has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Roger Re | Gregory Re

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THE MAJORITY OF HIS TIME WILL BE SPENT WORKING WITH MARTIN, DECRUZE AND COMPANY, LLP AS AN ACCOUNTANT IN STAMFORD CT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Re's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2019 - Present

TRIVIUM POINT ADVISORY, LLC

Office #1: 2777 Summer Street Suite 502, Stamford, CT 06905

RIA

CRD#: 292182

Stamford, CT

Past

June 27, 2016 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Stamford, CT

Past

June 27, 2016 - May 17, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Austin, TX

Past

August 6, 2012 - May 20, 2015

ALTIUM WEALTH MANAGEMENT LLC

RIA

CRD#: 154719

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIVIUM POINT ADVISORY, LLC

MONEY MINDSET WEALTH MANAGEMENT | TRIVIUM POINT ADVISORY, LLC | PARADIGM WEALTH ADVISORS, LLC | PARADIGM FINANCIAL PARTNERS, LLC

CRD#: 292182 / SEC#: 801-112426

RIA

Registered Investment Advisory firm - (2/9/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2012

Uniform Investment Adviser Law Examination

Current Firm

TRIVIUM POINT ADVISORY, LLC

MONEY MINDSET WEALTH MANAGEMENT | TRIVIUM POINT ADVISORY, LLC | PARADIGM WEALTH ADVISORS, LLC | PARADIGM FINANCIAL PARTNERS, LLC

CRD#: 292182 / SEC#: 801-112426

RIA

Registered Investment Advisory firm - (2/9/2018 Approved)

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Contact information

Main Address

40 Danbury Road Suite 310, Wilton, CT 06897

Mailing Address

Phone number

(203) 221-3085

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARADIGM FINANCIAL PARTNERS, LLC PART 2A DISCLOSURE BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	3,177
AUM (Assets Under Management)	$ 1,487,605,211

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Greg Re

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Re's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIVIUM POINT ADVISORY, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

ALTIUM WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

TRIVIUM POINT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2012

Current Firm

TRIVIUM POINT ADVISORY, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIVIUM POINT ADVISORY, LLC

TRUST BUT VERIFY

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