Michael A. Cirone

TRIVIUM POINT ADVISORY

WILTON, CT 06897

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CRD#: 7006240

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Cirone | Mike Cirone

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Cirone'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

May 23, 2025 - Present

TRIVIUM POINT ADVISORY, LLC

Office #1: 40 Danbury Road Suite 310, Wilton, CT 06897

RIA

CRD#: 292182

WILTON, CT

Current

May 12, 2025 - Present

LPL FINANCIAL LLC

Office #1: 40 Danbury Rd #301, Wilton, CT 06897

RIA

CRD#: 6413

WILTON, CT

Past

June 9, 2023 - November 13, 2024

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

April 29, 2022 - January 17, 2023

ALTIUM WEALTH MANAGEMENT

RIA

CRD#: 317691

PURCHASE, NY

Past

April 21, 2022 - June 1, 2022

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(5/12/2025)

IAR

Connecticut
(5/23/2025)

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

State Security Law Exam

Series 63

Date: 6/20/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/7/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/9/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/9/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Firm Stability Insights

Michael A. Cirone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

AMG DISTRIBUTORS, INC.

ALTIUM WEALTH MANAGEMENT

ALTIUM WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

TRIVIUM POINT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2023

Series 65

Date: 12/7/2021

Series 7TO

Date: 6/9/2023

SIE

Date: 5/9/2023

FINRA

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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