TRIDENT ADVISORS LLC

TRIDENT ADVISORS LLC of WOODBURY, NY is an SEC-registered investment adviser (CRD 145231). Regulatory assets under management: $15.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 145231
• Type: Registered investment adviser
• Location: 181 CROSSWAYS PARK DRIVE, WOODBURY, NY, 11797
• Phone: 516-681-9100
• Latest filing: 2026-06-09
• Regulatory AUM: $15.8M
• Non-discretionary AUM: $15.8M
• Clients: 6
• Accounts: 40

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search