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TRIDENT ADVISORS INC

DOYLESTOWN, PA · CRD 108920 · IAPD ↗ · tridentadvisors.com · 215-489-5383

$116.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
February 2026 — TRIDENT ADVISORS INC notice-filed in CT, FL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — TRIDENT ADVISORS INC (DOYLESTOWN, PA) is newly SEC-registered with $100.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.