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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EK

Eric H. Kunis

TRIDENT PARTNERS LTD.
Woodbury, NY 11797
Some features on this profile are disabled
CRD#: 2361728
EK

Professional summary

Eric Howard Kunis is a registered financial professional currently at TRIDENT PARTNERS LTD. located in Woodbury, New York.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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) - BD

Click below to view Eric Howard Kunis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 24, 2018 - Present

TRIDENT PARTNERS LTD.

Office #1: 181 Crossways Park Drive, Woodbury, NY 11797Office #2: 181 Crossways Park Drive, Woodbury, NY 11797
BD
CRD#: 41258
Woodbury, NY
Past

July 25, 2018 - January 8, 2019

TRIDENT ADVISORS LLC

RIA
CRD#: 145231
WOODBURY, NY
Past

October 23, 2002 - July 26, 2018

MAXIM GROUP LLC

BD
CRD#: 120708
WOODBURY, NY
Past

October 29, 1999 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 19, 1998 - October 29, 1999

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

June 28, 1995 - November 2, 1998

PATTERSON TRAVIS, INC.

BD
CRD#: 16540
ENGLEWOOD, CO
Past

December 3, 1994 - March 3, 1995

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

BD
CRD#: 7404
NEW YORK, NY
Past

November 18, 1994 - December 20, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

August 5, 1994 - November 1, 1994

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
NEW YORK, NY
Past

September 13, 1993 - September 7, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/4/2019)
RR
Colorado
(6/8/2023)
RR
Florida
(7/24/2018)
RR
Georgia
(7/24/2018)
RR
Illinois
(9/10/2018)
RR
Maryland
(7/26/2018)
RR
New Jersey
(7/24/2018)
RR
New York
(7/24/2018)
RR
North Carolina
(7/24/2018)
RR
Ohio
(7/24/2018)
RR
Pennsylvania
(7/24/2018)
RR
Virginia
(8/7/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

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#: 41258Woodbury, NY 11797

TRUST BUT VERIFY

Monitor Eric Kunis

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

Similar Advisors

Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Subhrajit Goon
Subhrajit GoonAdvisorCheck Check Mark
AIMCDONNAUGH & CO. INC.
IAR
RR
Berkeley heights, NJ
Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
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