Shailesh D. Kshatriya

TRIDENT ADVISORY PARTNERS

APEX, NC

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CRD#: 4692919

Professional summary

Shailesh Devidas Kshatriya is a registered financial advisor currently at TRIDENT ADVISORY PARTNERS, LLC located in Apex, North Carolina.

Shailesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Shailesh has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Shailesh Devidas Kshatriya's 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

August 14, 2025 - Present

TRIDENT ADVISORY PARTNERS, LLC

RIA

CRD#: 326959

APEX, NC

Past

January 1, 2008 - March 6, 2008

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

NEW YORK, NY

Past

July 1, 2005 - January 1, 2008

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS

CRD#: 37550

TACOMA, WA

Past

September 24, 2003 - June 17, 2005

BROWN BROTHERS HARRIMAN & CO.

CRD#: 104487

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/14/2025)

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Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/23/2003

General Securities Representative Examination

Current Firm

TRIDENT ADVISORY PARTNERS, LLC

TRIDENT ADVISORY PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS, LLC | TRIDENT STRATEGIC PARTNERS

CRD#: 326959 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/29/2023 Approved)

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Contact information

Main Address

615 S College St Floor 9, Charlotte, NC 28202

Mailing Address

Phone number

(704) 302-1606

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Shailesh D. Kshatriya

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shailesh Devidas Kshatriya's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIDENT ADVISORY PARTNERS, LLC

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS

BROWN BROTHERS HARRIMAN & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2003

Series 7

Date: 9/23/2003

Current Firm

TRIDENT ADVISORY PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

TRIDENT ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

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