Edward P. Flynn
Professional summary
Edward Patrick Flynn SR, who also goes by Edward Patrick Flynn, Edward Flynn, is a registered financial advisor currently at TRIDENT ADVISORS LLC located in Woodbury, New York and TRIDENT PARTNERS LTD. located in Naples, Florida.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Edward has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Patrick Flynn SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2009 - Present
TRIDENT ADVISORS LLC
Office #1: 181 Crossways Park Drive, Woodbury, NY 11797May 17, 2000 - Present
TRIDENT PARTNERS LTD.
Office #1: 999 Vanderbilt Beach Road Suite 203, Naples, FL 34108February 8, 2008 - December 31, 2012
TRIDENT ADVISORS LLC
February 4, 1998 - May 23, 2000
FIRST MONTAUK SECURITIES CORP.
December 23, 1996 - February 15, 1998
COMPREHENSIVE CAPITAL CORPORATION
February 8, 1996 - January 1, 1997
MATRIX SECURITIES CORPORATION
February 6, 1995 - February 12, 1996
GRUNTAL & CO., L.L.C.
November 11, 1993 - February 16, 1995
CIBC WORLD MARKETS CORP.
June 11, 1991 - November 30, 1993
PRUDENTIAL EQUITY GROUP, LLC
August 2, 1990 - July 1, 1991
LEHMAN BROTHERS INC.
June 20, 1989 - May 17, 1990
UBS FINANCIAL SERVICES INC.
January 9, 1989 - June 27, 1989
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/11/2002)
(6/27/2001)
(9/8/2009)
(5/17/2000)
(1/14/2013)
(12/10/2002)
(12/8/2006)
(1/14/2013)
(9/4/2009)
(10/22/2008)
(5/8/2002)
(3/19/2009)
(6/6/2001)
(2/23/2022)
(6/16/2000)
(3/21/2005)
(1/11/2002)
(9/8/2008)
(12/6/2002)
(11/29/2007)
(5/17/2000)
(1/17/2002)
(7/3/2002)
(12/10/2002)
(5/17/2000)
(11/18/2003)
(9/30/2009)
(9/16/2014)
(12/5/2007)
(2/20/2008)
(3/15/2005)
(1/15/2013)
(12/10/2002)
(5/17/2000)
(6/30/2006)
(3/4/2002)
(3/5/2008)
(3/30/2005)
(8/19/2009)
(1/16/2002)
(1/7/2009)
(8/26/2008)
(3/4/2002)
(9/1/2009)
(1/30/2009)
(5/17/2000)
(11/4/2003)
(5/6/2002)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
TRIDENT ADVISORS LLC
CRD#: 145231 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 12,185,072 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
