Edward Flynn
Edward Flynn is a registered investment advisor at Trident Advisors LLC, based in Woodbury, NY, with 37 years of industry experience. Edward 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Customer Dispute
September 1998Other Business Activities
Edward is the President and Treasurer of MEKA Associates LLC, a real estate holding corporation, and President of Trident Advisors LLC.
Employment History
Current Registrations
Trident Advisors LLC
Trident Partners LTD.
Trident Partners LTD.Broker
Previous Registrations
Trident Advisors LLC
First Montauk Securities CORP.Broker
Comprehensive Capital CORP.Broker
R.T.G. Richards and Company, INC.Broker
Gruntal & CO. IncorporatedBroker
Oppenheimer & CO., INC.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
State Registrations44 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.