Trident Partners Ltd.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Woodbury, New York
CRD number
41258
Registered since
December 12, 1996

Firm profile

FINTRX

Overview

Trident Partners Ltd. is organized as a corporation and has been SEC-registered since 1996. FINTRX records classify ownership as involving a domestic entity and an individual. The firm's profile does not identify it as a capital allocator or as an active ESG investor, and it is not listed as a multi-state adviser. Limited public detail is available about the firm's advisory or business activities from the provided data; the record does not include stated investment mandates, client segments, or fee structures.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Dennis Lee

    Dennis Lee

    Chief Compliance OfficerCRD 6008539

Contacts

3 of 22
  • Justin Weintraub

    Justin Weintraub

    Registered RepresentativeCRD 3257392

  • Gabriel Tessar

    Registered RepresentativeCRD 1491923

  • Richard Kidd

    Richard Kidd

    Senior Vice PresidentCRD 1573270

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth