Trident Advisors LLC

Richard Kidd is a financial advisor with Trident Advisors LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Trident Partners Ltd. since 2016 and previously at RBC Capital Markets LLC from 2008 to 2016. Outside of advisory work, he is involved in providing life insurance, disability insurance, and annuities through American Business. Trident Advisors LLC serves primarily individual clients with investment advisory and portfolio management services, managing approximately $12.2 million in assets across 41 clients. The firm focuses on non-discretionary advice, allowing clients to retain final trading decisions, and operates a wrap fee program supported by its broker-dealer affiliation.

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 at Trident Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise Financial Services, Inc. since 2012. Trident Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, managing approximately $12.2 million in regulatory assets across 41 clients. The firm operates mainly on a non-discretionary basis and offers a combination of wrap fee programs and broker-dealer affiliations, serving a client base distinct from high-net-worth households.

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.