Trident Partners Ltd.

Broker-DealerFINRA Member
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 with ownership recorded as a combination of a domestic entity and an individual. Public-facing records for the firm are sparse: classification is listed as unclassified and the profile does not detail business lines, advisory services, manager allocations, or affiliations. The available data also flags the firm as not a capital allocator and not an active ESG investor; it is not identified as a multi-state adviser, a pension consultant, or a related adviser. The absence of disclosed investment strategies, client segments, or advisory activities in the record makes it difficult to characterize Trident Partners Ltd.’s positioning in wealth management or institutional allocation markets.

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

FINTRX

Contacts

FINTRX

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