TRIDENT ADVISORS LLC

RIASEC Registered

Total AUM

$12.2M

Discretionary

$0

0% of AUM

Avg account

$297K

Accounts

41

Employees

6

Advisory reps

8

Firm details

Headquarters: WOODBURY, New York
CRD number: 145231
Website: www.tridentpartnersltd.com
Custodians: RBC CAPITAL MARKETS
Fee structure: Percentage of AUM, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trident Advisors LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach, catering to the unique needs of its clients. With a commitment to delivering tailored financial solutions, Trident Advisors engages in various advisory activities, including the selection of other advisers and pension consulting services. The firm is not classified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Contacts

3 of 8

ROBERT DEMELFI
Registered RepresentativeCRD 2000650
RICHARD KIDD
Senior Vice PresidentCRD 1573270
EDWARD FLYNN
PresidentCRD 1914535

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WOODBURY, NY

NASSAU

Location

WOODBURY, NY

Headquartered in WOODBURY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NASSAU
Address: 181 Crossways Park Dr
Time zone: ET (UTC-5)
Office locations

Similar firms

SPIELBERGER & BROOKS, INC.

WOODBURY, NY

AUM $474MTEAM 2REPS 2

FUSION FAMILY WEALTH, LLC

WOODBURY, NY

AUM $1.4BTEAM 8REPS 5

CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY

AUM $1.6BTEAM 56REPS 65

VANDERBILT ADVISORY SERVICES

WOODBURY, NY

AUM $2.1BTEAM 161REPS 164

HERITAGE ADVISORY LLC

WOODBURY, NY

AUM —TEAM 19REPS 2

SA ASSET MANAGEMENT, INC.

WOODBURY, NY

AUM —TEAM 2REPS 2

More RIAs in WOODBURY →All New York RIAs →