Trident Advisors LLC

Trident Advisors LLC (CRD# 145231) is a financial advisory firm headquartered in Woodbury, NY. They manage $13,590,000 in 60 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $226,500
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY

Financial Advisors at Trident Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward P. Flynn
CRD#: 1914535
181 Crossways Park Drive, Woodbury, NY 11797
83
Wealthminder
score

Edward Flynn (CRD# 1914535) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 27 years of experience in the finance industry.

2
David S. Kaplan
CRD#: 1176065
181 Crossways Park Drive, Woodbury, NY 11797
63
Wealthminder
score

David Kaplan (CRD# 1176065) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 32 years of experience in the finance industry.

3
John H. Cierski
CRD#: 2138486
181 Crossways Park Drive, Woodbury, NY 11797
38
Wealthminder
score

John Cierski (CRD# 2138486) is an Investment Advisor Representative working at Trident Advisors LLC in Woodbury, NY and has over 25 years of experience in the finance industry.

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