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 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
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
Similar firms
ARK Global, LLC
Broker-DealerWoodbury, NY
Arkonis Capital LLC
Broker-DealerWoodbury, NY
ImpactU.Investments, LLC
Broker-DealerWoodbury, NY
Vanderbilt Securities, LLC
Broker-DealerWoodbury, NY
Hastings Capital Group, LLC
Broker-DealerNew York, NY
UOB Global Equity Sales LLC
Broker-DealerNew York, NY