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Michael Anthony Cirone

TRIVIUM POINT ADVISORY
WILTON, CT
·CRD# 7006240·5 years experience

Professional Summary

Michael Anthony Cirone, who also goes by Michael Cirone, Mike Cirone, is a registered financial advisor currently at TRIVIUM POINT ADVISORY, LLC located in Wilton, Connecticut and LPL FINANCIAL LLC located in Wilton, Connecticut. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Cirone, Mike Cirone

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

TRIVIUM POINT ADVISORY, LLC·CRD# 292182
RIA
40 Danbury Road Suite 301, Wilton, CT 06897
May 23, 2025 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
40 Danbury Rd #301, Wilton, CT 06897
May 12, 2025 - Present
AMG DISTRIBUTORS, INC.·CRD# 27314
BD
Stamford, CT
June 9, 2023 - November 13, 2024
ALTIUM WEALTH MANAGEMENT·CRD# 317691
RIA
Purchase, NY
April 29, 2022 - January 17, 2023
ALTIUM WEALTH MANAGEMENT LLC·CRD# 154719
RIA
Purchase, NY
April 21, 2022 - June 1, 2022

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Current Firm

TP
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 - SEC (2/9/2018 Approved)

Contact Information

Main Address

40 Danbury Road Suite 301, Wilton, CT 06897

Phone Number

(203) 221-3085

# of Employees

35

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARADIGM FINANCIAL PARTNERS, LLC PART 2A DISCLOSURE BROCHURE (3/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,177

AUM (Assets Under Management)

$1,487,605,211

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Michael Cirone is dually registered with LPL Financial, LLC ("LPL) and Trivium Point Advisory, LLC ("TPA"). Mr. Cirone has served as an investment advisor representative for TPA and as a registered representative for LPL since 05/2025. Business is conducted from White Plains, NY, 10604. Approximately 50% of Mr. Cirone's time is for services as an investment advisor representative and the balance as a registered representative.

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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".
TP
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 - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(5/12/2025)
IAR
Connecticut
(5/23/2025)
RR
New York
(5/12/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2023About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2021About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Cirone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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