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ER

Emily Ryklin

TRIVIUM POINT ADVISORY
WILTON, CT
·CRD# 8147545·1 year experience

Professional Summary

Emily Ryklin is a registered financial advisor currently at TRIVIUM POINT ADVISORY, LLC located in Wilton, Connecticut. Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Emily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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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

1 years in the financial services industry

Current & Past Employments

TRIVIUM POINT ADVISORY, LLC·CRD# 292182
RIA
40 Danbury Road Suite 301, Wilton, CT 06897
October 9, 2026 - Present
OPPENHEIMER & CO. INC.·CRD# 249
RIA
Stamford, CT
December 1, 2025 - September 25, 2026
OPPENHEIMER & CO. INC.·CRD# 249
BD
Stamford, CT
September 26, 2025 - September 25, 2026

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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.

SERVER/BARTENDER AT VINNY'S BACKYARD LOCATED AT 1078 HOPE STREET, STAMFORD, CT 06907. START DATE OF 7/2005. WORK FRIDAY EVENINGS AND DOUBLES SATURDAYS TOTALING ABOUT 15 HOURS A WEEK. BUSINESS IS NOT INVESTMENT RELATED AND THERE IS NO TIME DEVOTED DURING SECURITIES TRADING HOURS.

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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.
IAR
Connecticut
(10/9/2026)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Nov 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Emily Ryklin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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