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).

Current Firm Details
181 Crossways Park Drive, Woodbury, NY 11797
https://www.http://tridentpartnersltd.com/tridentadvisorsllc/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $426,121
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NC, NJ, NY

Financial Advisors at Trident Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Demelfi, financial advisor Woodbury NY
Robert J. Demelfi
CRD#: 2000650
181 Crossways Park Drive, Woodbury, NY 11797

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.

2
Edward Flynn, financial advisor Woodbury NY
Edward P. Flynn
CRD#: 1914535
181 Crossways Park Drive, Woodbury, NY 11797

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.

3
Richard Kidd, financial advisor Woodbury NY
Richard W. Kidd
CRD#: 1573270
181 Crossways Park Drive, Woodbury, NY 11797

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.

4
Gabriel Tessar, financial advisor Woodbury NY
Gabriel G. Tessar
CRD#: 1491923
181 Crossways Park Drive, Woodbury, NY 11797

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.

5
Justin Weintraub, financial advisor Woodbury NY
Justin B. Weintraub
CRD#: 3257392
181 Crossways Park Drive, Woodbury, NY 11797

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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