Trident Partners Ltd. Email Format

Financial ServicesNew York, United States11-50 Employees

Trident Partners Ltd. operates in the financial services sector as a full-service investment firm that emphasizes individualized client attention. It offers a diverse range of investment products and services designed to meet specific client needs, including equities on major exchanges, options, corporate and municipal securities, fixed income securities, mutual funds, and retirement plans such as Traditional, Roth, SEP and SIMPLE as well as variable annuities. Through its representatives and independent research sources, clients gain access to a broad spectrum of investment options, services, and markets. The firm emphasizes knowledge and expertise built through a culture of dedication and hard work.

Headquartered in Woodbury, New York, Trident Partners operates as a smaller to mid-sized participant within the U.S. financial services landscape. For execution, clearing, and custody, the firm relies on RBC Capital Markets divisions RBC Correspondent Services and RBC Advisor Services, reflecting alignment with established infrastructure.

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