Unclaimed Profile

Richard Ros Davis

TRIDENT OS, LLC·MARSHFIELD, Massachusetts

Clean recordTRIDENT OS, LLC

892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 1082251Firm CRD# 302054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Ros Davis · MARSHFIELD, MA

Registration

CRD #1082251 · TRIDENT OS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Ros Davis is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with TRIDENT OS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

TRIDENT OS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIDENT OS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1082251

Firm CRD# 302054

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Frequently Asked Questions

What services does Richard Ros Davis offer?

Richard Ros Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARSHFIELD, Massachusetts for a consultation.

What are Richard Ros Davis's credentials?

Richard Ros Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Ros Davis located?

Richard Ros Davis is based in MARSHFIELD, Massachusetts, working with TRIDENT OS, LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.

How does Richard Ros Davis charge for services?

Richard Ros Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIDENT OS, LLC?

TRIDENT OS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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