Financial ADVSR advisor directory · SEC adviser records
Trident Advisors LLC financial advisors in Woodbury, NY
Every SEC-registered investment adviser representative at a Trident Advisors LLC office in Woodbury, A to Z.
The short answer
4 registered advisors work at Trident Advisors LLC in Woodbury, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Trident Advisors LLC advisors in Woodbury, A to Z
Every Trident Advisors LLC advisor →- Robert J. Demelfi Sr.Also a broker rep
- Edward P. Flynn Sr.Also a broker rep
- Richard W. KiddAlso a broker rep
- Gabriel G. TessarAlso a broker rep
Trident Advisors LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Woodbury
All Woodbury advisors →Vanderbilt Advisory Services 83Wells Fargo Clearing Services, LLC 39Consolidated Portfolio Review Corp. 36MML Investors Services, LLC 28Raymond James & Associates, Inc. 7Maxim Financial Advisors LLC 6Cetera Investment Advisers LLC 5Fusion Family Wealth, LLC 5J.P. Morgan Securities LLC 3LPL Financial LLC 3
Questions
How many financial advisors does Trident Advisors LLC have in Woodbury?
4 investment adviser representatives are registered at Trident Advisors LLC offices in Woodbury, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Trident Advisors LLC one of the largest advisor employers in Woodbury?
Trident Advisors LLC ranks number 9 in Woodbury by registered advisors; Vanderbilt Advisory Services has the most, with 83.
How do I check a Trident Advisors LLC advisor in Woodbury?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Trident Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.