ZE
CFP
ZE
CFP

Ziyah Ruth Esbenshade

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,112 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

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Location

315 Post Road West, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ziyah operates Trivium Point Advisory LLC as a DBA for his LPL business and as a Registered Investment Advisor, dedicating nearly full-time hours to investment advisory services. He also works with Trivium Point Insurance as a solicitor of non-variable insurance, spending a few hours per week.

Employment History
Current Registrations
Trivium Point Advisory, LLC
January 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
December 2023 - April 2024 · 4 mos
Ameriprise Financial Services, LLC
April 2021 - December 2023 · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
June 2010 - December 2023 · 13 yrs 6 mos
National Planning CorporationBroker
May 2008 - May 2010 · 2 yrs
Bernard L. Madoff Investment Securities LLCBroker
June 1999 - December 2006 · 7 yrs 6 mos
Deutsche Bank Securities INC.Broker
February 1999 - March 1999 · 1 mo
UBS Securities LLCBroker
May 1997 - June 1998 · 1 yr 1 mo
State Registrations13 states
CACTDEFLILMAMDMINHNJNVNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ziyah Ruth Esbenshade - Financial Advisor | TrueAdvisor