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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trident Partners Ltd. | Woodbury, NY | Dec 2016 - Current | 7 |
| Rbc Capital Markets LLC | Jericho, NY | Mar 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- CA
- CT
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Total Assets Under Management14MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
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
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