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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Demelfi is an investment advisor representative with Trident Advisors LLC and has over 27 years of experience in the financial services industry. Robert Demelfi's professional career began in 1991. Robert Demelfi is registered with the state of New Jersey as a Registered Agent. Robert Demelfi is also registered with FINRA as a Registered Representative. The firm is also registered in Arizona, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Trident Advisors LLC has 5 investment advisor representatives.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Receive a portion of wrap fee paid to third party advisors
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2
NY
02/22/2019 - Present
Trident Advisors LLC (WOODBURY NY)
NY
05/31/2012 - 10/30/2017
LPL FINANCIAL LLC (PORT JEFFERSON NY)
NY
10/06/1997 - 06/01/2012
CAPITAL ONE INVESTMENT SERVICES LLC (PORT JEFFERSON STATION NY)
CA
05/21/1997 - 10/07/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/28/1992 - 05/21/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
12/19/1991 - 07/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
09/13/1990 - 12/01/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
NJ
11/03/1989 - 08/28/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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