Besart Beluli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Besart Beluli, who also goes by Brad Beluli, was a registered financial professional .
Besart is a previously registered financial professional and started their career in finance in 2016. Besart had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 5, 2026 - May 13, 2026
TRIVIUM POINT ADVISORY, LLC
July 2, 2020 - October 2, 2020
ALTIUM WEALTH MANAGEMENT LLC
May 23, 2017 - April 16, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
May 22, 2017 - April 16, 2018
TD AMERITRADE, INC.
May 19, 2017 - April 16, 2018
TD AMERITRADE, INC.
May 31, 2016 - January 9, 2017
PRUCO SECURITIES, LLC.
March 15, 2016 - May 31, 2016
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRIVIUM POINT ADVISORY, LLC
CRD#: 292182 / SEC#: 801-112426
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRIVIUM POINT ADVISORY, LLC
CRD#: 292182 / SEC#: 801-112426
Contact information
SEC notice filing (16 States and Territories)
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.
