Michael Anthony Cirone

Trivium Point Advisory, LLC

2 Years of Experience

Broker

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

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.

Other Business Activities

Michael is dually registered with LPL Financial, LLC and Trivium Point Advisory, LLC since 2025. About half of Michael's time is spent as an investment advisor representative and the other half as a registered representative.

Employment History

Current Registrations

Trivium Point Advisory, LLC

May 2025 - Present · 9 mos

LPL Financial LLCBroker

May 2025 - Present · 9 mos

Previous Registrations

Amg Distributors, INC.Broker

June 2023 - November 2024 · 1 yr 5 mos

Altium Wealth Management

April 2022 - January 2023 · 9 mos

Altium Wealth Management LLC

April 2022 - June 2022 · 2 mos

State Registrations2 states

CTNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.