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George Robert Gerhard

20 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

George is involved in several business activities, including Trivium Point Advisory and Consulting, which are DBAs for his LPL business, and Trivium Point Insurance Group, LLC, where he works as an agent. He also dedicates a significant amount of time to Trivium Point Holdings LLC, Trivium Point Advisory LLC, and TWD, LLC, primarily for tax and investment purposes.

Employment History
Current Registrations
Trivium Point Advisory, LLC
December 2023 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2020 - April 2024 · 3 yrs 7 mos
MML Investors Services, LLC
March 2017 - September 2020 · 3 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2020 · 3 yrs 6 mos
New England SecuritiesBroker
November 2013 - January 2015 · 1 yr 2 mos
Msi Financial Services, INC.
July 2010 - March 2017 · 6 yrs 8 mos
Msi Financial Services, INC.Broker
January 2005 - March 2017 · 12 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - July 2007 · 2 yrs 6 mos
State Registrations27 states
AZCACOCTDCDEFLGAILMAMDMENCNJNMNYOHORPARISCTNTXUTVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
George Robert Gerhard - Financial Advisor | TrueAdvisor