315 Post Road West, Westport, CT, 06880
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Traci operates Trivium Point Advisory as a DBA for her LPL business and is an IAR for Trivium Point Advisory, LLC, spending about a quarter of her time on the latter. She also engages in non-variable insurance activities through PFP Insurance and Trivium Point Insurance Group, and tax preparation/accounting through Trivium Point Accounting, dedicating minimal time to each.