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. Public records classify the firm as unclassified and flag it as not serving as a capital allocator, not being an active ESG investor, not operating as a multi-state adviser, and not acting as a pension consultant or related adviser. Regulatory and service descriptors in the source do not include typical client segmentation, fee schedule, or a breakdown of advisory activities, so the firm’s business model and target client types are not defined in the available data.

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

    Dennis Lee

    Chief Compliance OfficerCRD 6008539

Contacts

3 of 22
  • Nicholas Scavone

    Associate DirectorCRD 4677020

  • Brian Schantz

    PrincipleCRD 1232754

  • Michelle Cerini

    AccountantCRD 4752108

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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