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FIRM PROFILE
Overview
TRIDENT PARTNERS LTD. is located at 181 Crossways Park Drive, Woodbury, NY 11797 and was first established at Long Island, New York in 05/17/1996. After operating for 30 years, TRIDENT PARTNERS LTD. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRIDENT PARTNERS LTD.’s clients are individuals and 0% of their clients are high net worth individuals. TRIDENT PARTNERS LTD. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRIDENT PARTNERS LTD. are registered to handle securities or provide financial advice. The firm has 9 disclosures, 5 being regulatory events, 0 being client events, and 4 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRIDENT PARTNERS LTD.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRIDENT PARTNERS LTD.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRIDENT PARTNERS LTD. Comes From
Understanding the Statistics for TRIDENT PARTNERS LTD. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
181 Crossways Park Drive, Woodbury, NY 11797
181 Crossways Park Drive, Woodbury, NY 11797
Small
(516) 681-9100
New York since 05/17/1996
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at TRIDENT PARTNERS LTD.
Gabriel Gerard Tessar
Robert John Demelfi SR
Justin Beer Weintraub
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