T
$15.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
6 Employees
80 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2007
- Office Locations
- 1
Office Locations
181 Crossways Park Drive Woodbury NY
About Trident Advisors LLC
Trident Advisors LLC is a Woodbury-based RIA. The firm has been operating for 18 years. Managing $15.8M in total assets under management, with 5 advisory representatives. They custody assets with RBC.
Team overview
59 AVG AGE
$3.2M AVG AUM / ADVISOR
$197.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age
Insights
Available
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No keyword tags available.
Owner & Executives
M
MICHELLE C. CERINI
Chief Financial Officer
- CRD
- #4752108
- Ownership
- Less than 5%
Available
Available
Available
E
EDWARD PATRICK FLYNN SR
Chief Compliance Officer, President
- CRD
- #1914535
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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R
ROBERT JOHN DEMELFI SR
--
- CRD
- #2000650
Available
Available
Available
RICHARD WEBSTER KIDD
Senior Vice President
- CRD
- #1573270
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,823,101 | -- |
| Total | $15,823,101 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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