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Managing Partner, Chief Compliance Officer · Trivium Point Advisory, LLC

George R. Gerhard

CRD 4597365 · Named on Form ADV at one SEC-registered adviser

At a glance

Trivium Point Advisory, LLC, an SEC-registered wealth manager based in Wilton, CT with $1.6 billion in regulatory assets, lists George R. Gerhard on its Form ADV as Managing Partner, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ron A. PacManaging Partner, Trivium Point Advisory, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.