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TRIDENT OS, LLC
TRIDENT OS, LLC
2 registered advisors
·
CRD# 302054
SEC# 801-117662
0
(617) 470-4523
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TRIDENT OS, LLC
2 registered advisors
Richard Ros Davis
MARSHFIELD, Massachusetts
CRD# 1082251
Sean Bracken
MARSHFIELD, Massachusetts
CRD# 4693704
05
Office Locations
MARSHFIELD, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. TRIDENT OS, LLC (CRD# 302054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.