Kristopher
Roper
Trinitypoint Wealth, LLC
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About this Advisor
Kristopher Roper is a financial advisor based in Milford, Connecticut, working with Trinitypoint Wealth, LLC. Kristopher has previously held positions at Patriot Taphouse, Hickory Tavern, Uber Eats, and Trinitypoint Wealth. Kristopher has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Kristopher is part of Trinitypoint Wealth, LLC, which operates out of Milford, Connecticut. The firm has 1 office and 15 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Trinitypoint Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trinitypoint Wealth, LLC Brokerage Details
$1,416,975,703
15
4,581
$309,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kristopher Roper Work History
Trinitypoint Wealth
Trinitypoint Wealth
Hickory Tavern
Uber Eats
Uber Eats
Hickory Tavern
Hickory Tavern
Hickory Tavern
Patriot Taphouse
Hickory Tavern
Disclosures
Please visit the SEC profile of Kristopher Roper 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 Trinitypoint Wealth, LLC
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
Milford, CT
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