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

2777 Summer Street, 4th Floor, Stamford, CT, 06905

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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 Activities

Greg works as an accountant with Martin, DeCruze and Company, LLP in Stamford, CT, dedicating the majority of his time to this role.

Employment History
Current Registrations
Trivium Point Advisory, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Kestra Advisory Services, LLC
June 2016 - May 2018 · 1 yr 11 mos
NFP Advisor Services, LLC
June 2016 - September 2016 · 3 mos
Altium Wealth Management LLC
August 2012 - May 2015 · 2 yrs 9 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Greg Re - Financial Advisor | TrueAdvisor