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Richard Ros Davis

TRIDENT OS, LLC·MARSHFIELD, Massachusetts
Unclaimed Profile
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 1082251Firm CRD# 302054
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRIDENT OS, LLC
TRIDENT OS, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRIDENT OS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1082251
Firm CRD# 302054
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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