Tyler
D'Amore
Trinitypoint Wealth, LLC
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About this Advisor
Tyler D'Amore is a financial advisor based out of Milford, Connecticut with 1 year of relevant experience. D'Amore currently works for Trinitypoint Wealth, LLC. During their career, the advisor has held roles at Trinitypoint Wealth, Quinnipiac University, Homebridge Financial Services, Rockin Jump and University Of New Haven. D'Amore holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Connecticut. Trinitypoint Wealth, LLC is an advisory firm that has its headquarters in Milford, CT. The firm has a total of 17 employees. It has $1 billion in assets under management across its 3,980 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to 11 charities and foundations. Of its 3,980 customer accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Trinitypoint Wealth, LLC offers a number of services, including 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. Fees for financial management largely depend on the services provided. Fee types charged by Trinitypoint Wealth, LLC can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trinitypoint Wealth, LLC Brokerage Details
$1,149,032,166
17
3,980
$288,702
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
Tyler D'Amore Work History
Tyler has been registered as a financial advisor for 1 years.*
Trinitypoint Wealth
Quinnipiac University
Homebridge Financial Services
Rockin Jump
University Of New Haven
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler D'Amore 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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