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 that registered with the SEC in 1996. Publicly reported attributes identify the firm as owned by a domestic entity/individual and classified as "Unclassified" in the available snapshot. The firm is not listed as a multi-state adviser, does not identify as an active ESG investor, and is not reported to act as a capital allocator. Other service-designation flags available in the snapshot indicate it is not a newly formed adviser, not a pension consultant, and not flagged as a related adviser. The firm has not provided further detail about its business activities or advisory services in the source data, so there is no firm-level description of client segments, specialties, or investment mandates in the record provided here.

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
  • Nicholas Scavone

    Associate DirectorCRD 4677020

  • Brian Schantz

    PrincipleCRD 1232754

  • Michelle Cerini

    AccountantCRD 4752108

Unlock 19 more contacts

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