Trident Partners Ltd.
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 41258
- Registered since
- December 12, 1996
- Website
- www.tridentpartnersltd.com
Firm profile
FINTRXOverview
Trident Partners Ltd. is organized as a corporation that registered with the SEC in 1996. Publicly reported attributes identify the firm as owned by a domestic entity/individual and classified as "Unclassified" in the available snapshot. The firm is not listed as a multi-state adviser, does not identify as an active ESG investor, and is not reported to act as a capital allocator. Other service-designation flags available in the snapshot indicate it is not a newly formed adviser, not a pension consultant, and not flagged as a related adviser. The firm has not provided further detail about its business activities or advisory services in the source data, so there is no firm-level description of client segments, specialties, or investment mandates in the record provided here.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Dennis Lee
Chief Compliance OfficerCRD 6008539
Contacts
3 of 22Nicholas Scavone
Associate DirectorCRD 4677020
Brian Schantz
PrincipleCRD 1232754
Michelle Cerini
AccountantCRD 4752108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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