Trident Advisors LLC

Richard Kidd is a financial advisor with Trident Advisors LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Trident Partners Ltd. since 2016 and previously spent eight years at RBC Capital Markets LLC. In addition to his advisory role, he is involved in life insurance, disability insurance, and annuities through American Business. Trident Advisors LLC serves primarily individual retail clients with financial planning and portfolio management services, generally operating on a non-discretionary basis and managing approximately $15.8 million for about 40 clients. The firm’s team-based approach focuses on small-client relationships and includes the sponsorship of a wrap-fee program and an affiliation with a broker-dealer.

Edward Flynn is a financial advisor with Trident Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Trident Partners Ltd. since 2000. Flynn also serves as president of Trident Advisors LLC and Meka Associates LLC, a real estate holding company. Trident Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, operating largely on a non-discretionary basis. The firm manages approximately $12.2 million in regulatory assets and serves 41 clients with a five-advisor team.

Robert Demelfi is a financial advisor at Trident Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trident Partners Ltd. since 2017 and LPL Financial from 2012 to 2017. He is also involved with Demelfi Wealth Management, Inc. in an accounting-related capacity. Trident Advisors LLC provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $12.2 million in regulatory assets across 41 clients and operates largely on a non-discretionary basis with a five-advisor team.

Justin Weintraub is a financial advisor with Trident Advisors LLC in Woodbury, NY, holding a Series 66 designation and 26 years of industry experience. His prior roles include nine years at Ameriprise Financial Services, Inc. and four years at Gilford Financial Corp. Trident Advisors LLC serves individual retail clients, primarily non-high-net-worth households, offering financial planning and portfolio management through a team-based approach with a focus on non-discretionary management. The firm manages approximately $15.8 million and operates a wrap-fee program alongside an affiliation with a broker-dealer.

Gabriel Tessar is a financial advisor at Trident Advisors LLC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Trident Partners Ltd. since 2017 and LPL Financial LLC from 2012 to 2017. Trident Advisors LLC provides investment advisory and portfolio management services primarily to individual clients rather than high-net-worth households. The firm’s approach centers on non-discretionary advice and includes a wrap fee program and broker-dealer affiliation.