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James Andrew Betzig

TRINITYPOINT WEALTH, LLC·MILFORD, Connecticut
SIE, Series 7, Series 63, Series 65, Series 99TOClean record31 years registeredTRINITYPOINT WEALTH, LLC
612 WHEELERS FARMS RD., MILFORD, CT 06461CRD# 2457078Firm CRD# 297165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Andrew Betzig · MILFORD, CT
Registration
CRD #2457078 · TRINITYPOINT WEALTH, LLC · 31 years registered
Brand Profile
Not yet started
01

Career History

COASTAL BRIDGE ADVISORS
Jan 2025 – present
TRINITYPOINT WEALTH, LLC
Jun 2018 – Jan 2025
MILFORD, CT
BEIRNE WEALTH CONSULTING SERVICES, LLC
Mar 2013 – Jun 2018
SHELTON, CT
BEIRNE WEALTH CONSULTING, LLC
Jan 2012 – Mar 2013
MILFORD, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jan 1995 – Jan 2012
NEW HAVEN, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · January 3, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRINITYPOINT WEALTH, LLC
CRD 297165 · SEC 801-113394
AUM
$1.4B
Regulatory assets under management
Employees
15
4,581 client accounts
Services offered by TRINITYPOINT WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRINITYPOINT WEALTH, LLC →
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05

Frequently Asked Questions

What services does James Andrew Betzig offer?
James Andrew Betzig specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILFORD, Connecticut for a consultation.
What are James Andrew Betzig's credentials?
James Andrew Betzig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Betzig located?
James Andrew Betzig is based in MILFORD, Connecticut, working with TRINITYPOINT WEALTH, LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does James Andrew Betzig charge for services?
James Andrew Betzig's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITYPOINT WEALTH, LLC?
TRINITYPOINT WEALTH, LLC has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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