Robert John Demelfi Sr
Professional Summary
Robert John Demelfi SR, who also goes by Bob Demelfi, Robert John Demelfi, is a registered financial advisor currently at TRIDENT ADVISORS LLC located in Woodbury, New York and TRIDENT PARTNERS LTD. located in Holbrook, New York. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Demelfi, Robert John Demelfi
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MADISON GLOBAL PARTNERS LLC | TRIDENT ADVISORS LLC
Contact Information
Main Address
181 Crossways Park Drive, Woodbury, NY 11797Phone Number
(516) 681-9100# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
40AUM (Assets Under Management)
$15,823,101Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/24/2018)
(12/11/2025)
(12/18/2017)
(1/3/2020)
(10/17/2017)
(2/22/2019)
(10/14/2017)
(1/30/2018)
(11/9/2017)
(1/8/2019)
(1/25/2018)
(2/28/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1989About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert John Demelfi SR's CRS (Customer Relationship Summary).
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