PV
PV

Paul Robert Volpe

30 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

315 Post Road West, Westport, CT, 06880

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
Other Business ActivitiesSells Insurance

Paul is involved with several business entities, including Trivium Point Insurance Group LLC, where he sells non-variable insurance, dedicating a few hours per week. He also spends a significant amount of time, including full-time hours, on tax preparation, accounting, and investment advisory activities through other entities.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 2 mos
Trivium Point Advisory, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2018 - December 2023 · 5 yrs 7 mos
Kestra Advisory Services, LLC
April 2016 - May 2018 · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
September 2003 - May 2018 · 14 yrs 8 mos
NFP Advisor Services, LLC
September 2003 - September 2016 · 13 yrs
Ids Life Insurance CompanyBroker
June 1995 - September 2003 · 8 yrs 3 mos
American Express Financial Advisors INC.Broker
June 1995 - September 2003 · 8 yrs 3 mos
American Express Financial Advisors, INC.
May 1995 - September 2003 · 8 yrs 4 mos
State Registrations15 states
CACTDEFLGAMAMDMEMINJNVNYPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Paul Robert Volpe - Financial Advisor | TrueAdvisor