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Joseph Paul

Trident Advisors INC
45 Years of Experience
Doylestown, PA
BrokerSells Insurance
View SEC Summary
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Joseph Paul is a registered investment advisor at Trident Advisors INC, based in Doylestown, PA, with 45 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 225 clients with $120M in assets under management.

Trident Advisors INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
225 clients
Average Client Portfolio
$520K average
Assets Under Management
$116.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Trident Advisors charges an annual fee of up to 2.25% of assets under management. Fees are negotiable and may vary based on market value and services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

76 East State St., Doylestown, PA, 18901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph is the president of Trident Advisors Inc. since 1999, where he consults with clients on outside investments, including real estate, on a full-time basis. He also engages in occasional insurance sales.

Employment History
Current Registrations
Trident Advisors INC
February 2025 - Present · 1 yr 8 mos
Cresap, INC.
January 2020 - Present · 6 yrs 9 mos
Cresap, INC.Broker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Chapin, DavisBroker
January 2019 - January 2020 · 1 yr
Chapin Davis Asset Management
January 2019 - January 2020 · 1 yr
Trident Advisors INC
September 1999 - February 2025 · 25 yrs 5 mos
Cresap, INC.Broker
May 1999 - January 2019 · 19 yrs 8 mos
Rutherford, Brown & Catherwood, INC.Broker
July 1996 - June 1999 · 2 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1989 - July 1996 · 7 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1986 - October 1987 · 10 mos
Drexel Burnham Lambert IncorporatedBroker
October 1986 - June 1989 · 2 yrs 8 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1982 - October 1986 · 4 yrs 2 mos
Ids Life Insurance CompanyBroker
October 1980 - December 1990 · 10 yrs 2 mos
Ids Financial Services INC.Broker
October 1980 - December 1986 · 6 yrs 2 mos
Ids Marketing CorporationBroker
October 1980 - August 1982 · 1 yr 10 mos
State Registrations15 states
CACTDCFLILMAMEMIMONHNJNYPASCWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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