Stephen Haeckel (CRD# 4813429) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 19 years of experience in the finance industry.
CRD# 1483428
Abbington Investment Group, LLC
CRD# 2564494
Stifel, Nicolaus & Company, Incorporated
CRD# 4762922
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trivium Point Advisory LLC | White Plains, NY | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | White Plains, NY | Sep 2020 - Current | 3 |
| Braemar Acm Shipbroking | Essex, CT | Jul 2019 - Sep 2020 | 1 |
| Transamerica Financial Advisors, Inc. | St Petersburg, FL | May 2016 - Jul 2019 | 3 |
| Lincoln Financial Group | Hartford, CT | Apr 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- NY
-
Total Assets Under Management716MILLIONS
-
Total Number of Accounts938ACCOUNTS
-
Average Account Value$763,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, NJ, NY, OH, SC, TX
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