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SF

Sarah E. Flynn

TRIDENT PARTNERS LTD.
Woodbury, NY 11797
Some features on this profile are disabled
CRD#: 2710483
SF

Professional summary

Sarah Elizabeth Flynn, who also goes by Sara E Ward, Sara Elizabeth Ward, Sarah Elizabeth Ward, is a registered financial professional currently at TRIDENT PARTNERS LTD. located in Woodbury, New York.

Sarah is registered as a RR (Registered Representative) and started their career in finance in 1996. Sarah has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sara E Ward | Sara Elizabeth Ward | Sarah Elizabeth Ward

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 Sarah Elizabeth Flynn'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

November 10, 2008 - Present

TRIDENT PARTNERS LTD.

Office #1: 181 Crossways Park Drive, Woodbury, NY 11797Office #2: 181 Crossways Park Drive, Woodbury, NY 11797Office #3: 999 Vanderbilt Beach Road Suite 203, Naples, FL 34108
BD
CRD#: 41258
Woodbury, NY
Past

April 27, 2001 - August 11, 2006

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
UNIONDALE, NY
Past

July 11, 2000 - February 20, 2001

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

December 2, 1998 - April 13, 1999

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

July 17, 1997 - June 4, 1998

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, NY
Past

July 3, 1996 - June 12, 1997

H G I

BD
CRD#: 14079
JERICHO, 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
Florida
(5/22/2025)
RR
New Jersey
(7/23/2025)
RR
New York
(11/10/2008)

Exams

State Security Law Exam
RR
Series 63
Date: 4/4/1996
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: 7/2/1996
General Securities Representative 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)
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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

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