Cole Conrad

Trivium Point Advisory, LLC

11 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Trivium Point Advisory, LLC

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

Location

711 Westchester Ave, Suite 305, White Plains, NY, 10604

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History

Regulatory History (1)

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Customer Dispute

March 2021

Settled

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Other Business Activities

Cole is a registered representative with LPL Financial LLC since 2020. He is also the Managing Director of Trivium Point Accounting, LLC, focusing on tax preparation and accounting, taking about half of his time. Additionally, Cole provides administrative support to Trivium Point Advisory, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.