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Richard Webster Kidd

Trident Advisors LLC

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About Richard Webster Kidd

Richard Kidd is an investment advisor representative for Trident Advisors LLC and has been in the industry since 1995. Richard has been with Trident Advisors LLC since 2016. Before joining Trident Advisors LLC, Richard was registered with RBC Capital Markets, LLC. Richard has a Series 6, 7, 63, and 65 license as well as the SIE exam. Richard has a total of 20 active registrations across various states. Richard specializes in retirement planning, financial planning and portfolio management.

Firm Information

Richard Kidd is currently registered with Trident Advisors LLC. Trident Advisors LLC is an investment advisor registered with the SEC. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Trident Advisors LLC manages approximately $14,488,111 in assets for 34 individuals. The firm participates in wrap fee programs.

$14.49M

Assets Under Management

34

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Receive a portion of wrap fee paid to third party advisors

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Richard Kidd’s Registration & Firm History

NY

05/20/2020 - Present

Trident Advisors LLC (WOODBURY NY)

NY

03/09/2002 - 12/16/2016

RBC CAPITAL MARKETS, LLC (JERICHO NY)

MA

03/07/1997 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NJ

09/22/1995 - 03/12/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

IA

Issued 11/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Webster Kidd.
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