AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Ronald L. Koenigsberg

Some features on this profile are disabled
CRD#: 1139374
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald L Koenigsberg was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1983. Ronald had worked at 16 firms and has passed the Series 63, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 12, 1996 - October 25, 1999

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

January 2, 1996 - April 14, 1997

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

November 22, 1995 - December 14, 1995

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

September 14, 1995 - November 15, 1995

SHAMUS GROUP, INC.

BD
CRD#: 5036
Past

August 2, 1995 - December 12, 1995

BISHOP, ALLEN, INC.

BD
CRD#: 2060
NEW YORK, NY
Past

April 27, 1995 - July 10, 1995

NICHOLS, SAFINA, LERNER & CO. INC.

BD
CRD#: 35476
NEW YORK, NY
Past

November 10, 1994 - March 8, 1995

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

September 28, 1994 - October 11, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

March 22, 1994 - October 27, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

October 25, 1993 - March 28, 1994

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

February 8, 1993 - November 22, 1993

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

August 21, 1992 - February 12, 1993

REICH & CO., INC.

BD
CRD#: 19611
Past

May 29, 1992 - September 10, 1992

A. R. BARON & CO., INC.

BD
CRD#: 29285
NEW YORK, NY
Past

September 24, 1991 - June 2, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

July 8, 1991 - October 7, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 25, 1991 - June 24, 1991

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY
Past

July 20, 1983 - April 23, 1991

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/14/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TP
TRIDENT PARTNERS LTD.
THE KOENIGSBERG ORGANIZATION | TRIDENT PARTNERS, LTD. | TRIDENT PARTNERS LTD.

CRD#: 41258 / SEC#: , 8-49342

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
181 Crossways Park Drive, Woodbury, NY 11797
Mailing Address
181 Crossways Park Drive, Woodbury, NY 11797
Phone number
(516) 681-9100
Established
New York since 05/17/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MEKA ASSOCIATES, LLCDIRECT OWNER
CERINI, MICHELLE C.CHIEF FINANCIAL OFFICER - FINANCIAL OPERATIONS PRINCIPAL4752108
FLYNN, EDWARD PATRICK SRMANAGING DIRECTOR1914535
SCAVONE, NICHOLASCHIEF COMPLIANCE OFFICER4677020
SCHANTZ, BRIAN FRANCISPRESIDENT1232754

Disclosures


Regulatory Event5
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRIDENT PARTNERS LTD.

CRD#: 41258

TRUST BUT VERIFY

Monitor Ronald Koenigsberg

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics