Greg Re
Financial advisor at Trivium Point Advisory, LLC · Stamford, CT
Last updated 2026-10-10
Claim your profileGreg Re is a financial advisor at Trivium Point Advisory, LLC in Stamford, CT, CRD 6103648. Licenses and exams on the registration: Series 65. IAPD registration began 2012-08-06.
Registration
- CRD number
- 6103648
- Registration status
- Active
- IAPD registration
- 2012-08-06
- Industry Experience
- 14 years
- Work Experience
- 21 years
- States registered
- CT
Licenses and exams
- Series 65
Work history
- 2005-01 to Present · Martin, Decruz and Company, LLP · Stamford, CT
- 2019-06 to Present · Paradigm Financial Partners, LLC · Westport, CT
Current employment
- Trivium Point Advisory, LLC · Wilton, CT
Trivium Point Advisory, LLC
- Regulatory AUM
- $1,627,183,809
- Registered advisors
- 18
- Offices
- 7
- Clients per advisor
- 47.2 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 37.5% (Moderate)
Trivium Point Advisory, LLC: advisors, services and reported ETF investments
About
Greg Re is a financial advisor at Trivium Point Advisory, LLC in Stamford, CT. Reported securities licenses include Series 65. The latest record indicates 14 years of industry experience and 21 years of reported work history.
Trivium Point Advisory, LLC's firm-level Form ADV reports 18 advisors across 7 offices; approximately 47.2 clients per advisor, average assets per client of $1,914,334, and regulatory AUM of $1.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $395.7M across 127 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Greg Re personally.
Reported ETF positions
Trivium Point Advisory reports 127 ETF positions worth $395.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $42.1M |
| AMLP — Alerian MLP ETF | $19.6M |
| SHYG — iShares 0-5 Year High Yield Corporate Bond ETF | $15.1M |
| QQQ — Invesco QQQ Trust, Series 1 | $11.8M |
| COPX — Global X Copper Miners ETF | $11.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Trivium Point Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $3.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $3.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $227.2K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | LMBS — First Trust Low Duration Opportunities ETF | $3.2M | Top 93.8% | Replicability (R²) 82.3% · Residual Sharpe 0.30 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Trivium Point Advisory, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
2777 Summer Street, Stamford, CT 06905
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (203) 221-3085
- Website: triviumpoint.com
Official record
Are you Greg Re?
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