Robert Demelfi
Robert Demelfi is a registered investment advisor at Trident Advisors LLC, based in Woodbury, NY, with 35 years of industry experience. Robert 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 (1)
Customer Dispute
January 2002Other Business Activities
Robert is affiliated with Demelfi Wealth Management, Inc. for accounting purposes only. This activity requires minimal time.
Employment History
Current Registrations
Trident Advisors LLC
Trident Partners LTD.Broker
Previous Registrations
LPL Financial LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Essex National Securities, INC.Broker
Fleet Enterprises, INC.Broker
Uslife Equity Sales CORP.Broker
Empire National Securities, IncorporatedBroker
First Investors CorporationBroker
State Registrations11 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.