RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L•• S•••• R•••••••
- Title
- Lead Wealth Advisorreportedtriviumpoint.comfirm site, Sep 15, 2026
- Partner or owner
- “As an independent financial advisor and Managing Partner at Trivium Point Advisory, Lee believes that financial planning is a process that should reflect the client’s vision, values, and goals.”reportedtriviumpoint.comthe sentence on the bio page
- Professional profile
- triviumpoint.com/team-member/lee-rawiszerreportedtriviumpoint.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•••••• P•••• A•••••••• L•• independent RIA currentsince May 16, 2018 · Wilton, Ct
- K••••• A••••••• S•••••••• L•• BD affiliatedMay 13, 2016 to May 30, 2018 · Westport, Ct
- N•• A•••••• S•••••••• L•• formerMay 2, 2003 to Sep 22, 2016 · Westport, Ct
- 1••• C•••••• M••••••••• C•••••• unclassifiedFeb 3, 1993 to May 12, 2003 · Westport, Ct
- K••••• A••••••• S•••••••• L•• to T•••••• P•••• A•••••••• L••left May 30, 2018, registered May 16, 2018 (-14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered May 13, 2016 (-132 days) · corporate re-registration, not a move
- 1••• C•••••• M••••••••• C•••••• to N•• A•••••• S•••••••• L••left May 12, 2003, registered May 2, 2003 (-10 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address