Falists
← Back to search

TRIDENT ADVISORS LLC

CRD 145231

Visit website

181 CROSSWAYS PARK DRIVE, WOODBURY, NY, 11797, United States

Phone

516-681-9100

Fax

516-681-9891

Registration

— (—)

Source

State registered

Total AUM

$15.8M

Discretionary AUM

$0

Team

6 total employees; 5 advisory reps; 40 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals40$15.8M

All web addresses on file

Official SEC filing: View on IAPD