TRIDENT PARTNERS LTD.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
WOODBURY, New York
CRD number
41258
Registered since
December 12, 1996

Firm profile

FINTRX

Overview

Trident Partners Ltd. is organized as a corporation and has been SEC-registered since 1996. Ownership is listed as a combination of a domestic entity and an individual. In FINTRX’s profile the firm is not identified as a capital allocator, is not active on ESG initiatives, and is not classified as a multi-state adviser, pension consultant, or related adviser. The dataset does not include descriptions of the firm’s advisory activities, client segments, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DENNIS LEE

    Chief Compliance OfficerCRD 6008539

Contacts

3 of 22
  • NICHOLAS SCAVONE

    Associate DirectorCRD 4677020

  • BRIAN SCHANTZ

    PrincipleCRD 1232754

  • MICHELLE CERINI

    AccountantCRD 4752108

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth