Trident Advisors LLC
Trident Advisors LLC (CRD# 145231) is a financial advisory firm headquartered in Woodbury, NY. They manage $14,488,111 in 34 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management14MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$426,121
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NC, NJ, NY
Robert Demelfi (CRD# 2000650) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 34 years of experience in the finance industry.
Edward Flynn (CRD# 1914535) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 34 years of experience in the finance industry.
Richard Kidd (CRD# 1573270) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 28 years of experience in the finance industry.
Gabriel Tessar (CRD# 1491923) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 37 years of experience in the finance industry.
Justin Weintraub (CRD# 3257392) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 24 years of experience in the finance industry.