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Todd David Aitken

Trident Partners Ltd.

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About Todd David Aitken

Todd Aitken is a financial advisor with over 27 years of experience in the industry. Todd is currently registered with Trident Partners Ltd. and has held previous registrations with firms such as LIBERTY PARTNERS FINANCIAL SERVICES, LLC, AMERICAN CAPITAL PARTNERS, LLC, GUNNALLEN FINANCIAL, INC, FIRST MONTAUK SECURITIES CORP., J.P. TURNER & COMPANY, L.L.C., CHASE INVESTMENT SERVICES CORP., CONTINENTAL BROKER-DEALER CORP., and PRUCO SECURITIES CORPORATION.

Firm Information

Todd Aitken is currently registered with Trident Partners Ltd.. Trident Partners Ltd. is a Corporation formed on May 17, 1996, and has been approved to operate in all 50 states and the District of Columbia. The firm has an approved SEC registration. They have a total of 9 disclosures on file, including 5 for regulatory events and 4 for arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

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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Todd Aitken’s Registration & Firm History

NY

09/09/2015 - Present

Trident Partners Ltd. (Holbrook NY)

NY

04/28/2010 - 09/16/2015

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (HOLBROOK NY)

NY

06/15/2007 - 05/21/2010

AMERICAN CAPITAL PARTNERS, LLC (FARMINGDALE NY)

NY

08/19/2002 - 06/22/2007

GUNNALLEN FINANCIAL, INC (LINDENHURST NY)

NJ

05/11/2001 - 08/20/2002

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

GA

12/04/2000 - 05/01/2001

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

IL

05/15/2000 - 11/21/2000

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

09/14/1995 - 05/23/2000

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

NJ

07/20/1995 - 08/30/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 09/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/29/2007

Series 24 - General Securities Principal Examination

BC

Issued 08/14/2001

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1995

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Todd David Aitken. Review regulatory record here.
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