David
Halper
Trivium Point Advisory, LLC
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About this Advisor
David Halper is a financial advisor based in Westport, Connecticut, working with Trivium Point Advisory, LLC. David has previously held positions at Partners Securities, Inc, Nfp Securities, Inc, Kestra Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc, Trivium Point Advisory LLC, and Lpl Financial LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Trivium Point Advisory, LLC, which operates out of Westport, Connecticut. The firm has 3 offices and 39 employees. The firm manages assets totaling $716.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trivium Point Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trivium Point Advisory, LLC Brokerage Details
$716,160,443
39
938
$763,497
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Halper Work History
Lpl Financial LLC
Trivium Point Advisory LLC
Purshe Kaplan Sterling Investments, Inc
Kestra Financial Services, Inc
Partners Securities, Inc
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of David Halper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trivium Point Advisory, LLC
Westport, CT
West Harrison, NY
Old Greenwich, CT
West Harrison, NY
Westport, CT
Westport, CT
Stamford, CT
Westport, CT
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