Richard Kidd
Advisor at Trident Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trident Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trident Advisors LLC
Location
Woodbury, NY 11797
Credentials
Series 63, Series 65
Industry experience
30 years
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.
Based on Trident Advisors LLC
181 Crossways Park Drive
Woodbury, NY 11797
California · Connecticut
Trident Partners Ltd.
2016 - Present (10 years)
RBC Capital Markets LLC
2008 - 2016 (8 years)
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