Richard Kidd
Richard Kidd is a registered investment advisor at Trident Advisors LLC, based in Woodbury, NY, with 30 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 41 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trident Advisors does not directly charge investment advisory fees. Instead, it receives a portion of the 'wrap fees' that clients pay to third-party advisors like RBC Correspondent Services, Good Harbor Financial, North Coast Asset Management, or Tactical Allocation Group. The maximum wrap fee charged by these advisors is 3%, but rates may be negotiable. Clients should review the wrap fee brochure of each third-party advisor for full details.
Location
181 Crossways Park Drive, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved with American Business, offering life insurance, disability insurance, and annuities. He dedicates hours as needed per month, including during trading hours.
Employment History
Current Registrations
Trident Advisors LLC
Trident Partners LTD.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tucker Anthony IncorporatedBroker
Copeland Equities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.