AdvisorOS Directory
Claim Profile
IL

Ii Jerome Ledzinski

PRAETORIAN WEALTH MANAGEMENT, INC.·CARMEL, California
Unclaimed Profile
3775 VIA NONA MARIE, CARMEL, CA 93923CRD# 5203030Firm CRD# 147814
01

About

Ii Jerome Ledzinski is a registered financial advisor based in CARMEL, California, affiliated with PRAETORIAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRAETORIAN WEALTH MANAGEMENT, INC.
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
AUM
$428M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRAETORIAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5203030
Firm CRD# 147814
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CARMEL?

Browse all registered financial advisors in CARMEL, California or claim this profile if it's yours.

Browse CARMEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ii Jerome Ledzinski offer?
Ii Jerome Ledzinski specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, California for a consultation.
What are Ii Jerome Ledzinski's credentials?
Ii Jerome Ledzinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ii Jerome Ledzinski located?
Ii Jerome Ledzinski is based in CARMEL, California, working with PRAETORIAN WEALTH MANAGEMENT, INC.. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Ii Jerome Ledzinski charge for services?
Ii Jerome Ledzinski'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 PRAETORIAN WEALTH MANAGEMENT, INC.?
PRAETORIAN WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $428M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CARMEL
Peter Lindsay Neumeier — NEUMEIER POMA INVESTMENT COUNSEL LLCBrian David Poma — NEUMEIER POMA INVESTMENT COUNSEL LLCHoward Carl Given — GIVEN CAPITAL MANAGEMENT, LLCCurt Alan Breitfuss — ASTERA FINANCIAL GROUP, LLCDonna Hagerty — NEUMEIER POMA INVESTMENT COUNSEL LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile