Trident Partners Ltd.

Broker-DealerFINRA Member
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 a corporate entity organized under domestic ownership and listed in FINTRX as an unclassified firm. The profile contains minimal public detail about the firm's client focus, advisory services, fee model or investment strategy; the firm has not supplied narrative descriptions of its activities or affiliations. According to the snapshot data, Trident Partners Ltd. is not identified as a capital allocator, does not self-identify as an active ESG investor, and is marked as neither a pension consultant nor a related adviser.

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