A complete list of active advisors currently associated with Trident Advisors LLC

Warmer can help you find a great advisor at Trident Advisors LLC or one who fits your needs even better.

Trident Advisors LLC provides investment advisory and portfolio management services primarily to individual clients rather than high-net-worth households. Its Form ADV reports about $12.2 million in regulatory assets under management, 41 clients, and a five-advisor team. The firm delivers advice largely on a non-discretionary basis, so clients typically retain final authority over trading decisions, and it uses percentage-of-AUM billing common among peer teams. Trident also sponsors a wrap fee program and is affiliated with a broker-dealer, arrangements that support execution and packaged-fee offerings. Trident’s ADV discloses past disclosure events, a regulatory detail that is uncommon among similar team firms. The combination of primarily non-discretionary accounts, broker-dealer affiliation, wrap-fee sponsorship, and an exclusively non-HNW client base makes its operating model distinctive relative to many peers.

To learn more about the advisors currently working at Trident Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.