Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
14yrs
Greg Re
Financial advisor at Trivium Point Advisory
Greg Re is a fiduciary financial advisor in Stamford, Connecticut, with 14 years in the industry. After less than a year at Kestra Investment Services and two years at Kestra Advisory Services, Greg joined Trivium Point Advisory in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office2777 Summer Street 4th Floor, Stamford, CT 06905
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.84 million
Advisors at the firm16
States licensed ?1 state
Services through Trivium Point Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowTrivium Point Advisory, LLCCurrent firm
- Jun 2016 – Sep 2016Kestra Investment Services, LLCPreviously
- Jun 2016 – May 2018Kestra Advisory Services, LLCPreviously
- 2012 – 2015Altium Wealth Management LLCPreviously
Contact Greg
(203) 221-3085Firm headquarters in Wilton, CT. Ask for Greg. 2777 Summer Street 4th FloorStamford, CT 06905Office · Get directions Firm websitewww.triviumpoint.com
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Trivium Point Advisory at (203) 221-3085 and ask for Greg Re. Greg works from the Stamford, CT office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Greg hold?
Series 65. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Trivium Point Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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