RP
CFP
RP
CFP

Ron Andrew Pac

15 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

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

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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

Ron is involved in several business activities, including Trivium Point Advisory LLC, real estate rentals, tax preparation, and consulting. He also dedicates about a quarter of his time to Trivium Point Insurance Group, selling non-variable insurance.

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, LLCBroker
March 2017 - October 2020 · 3 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2020 · 3 yrs 7 mos
Msi Financial Services, INC.
June 2012 - March 2017 · 4 yrs 9 mos
Msi Financial Services, INC.Broker
February 2012 - March 2017 · 5 yrs 1 mo
Park Avenue Securities LLCBroker
July 2010 - March 2012 · 1 yr 8 mos
State Registrations26 states
CACOCTDCDEFLGAILMAMDNCNJNMNYOHORPARISCTNTXUTVAVTWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ron Andrew Pac - Financial Advisor | TrueAdvisor