Unclaimed Profile

Robert Michael Birgen

ABRIDGE PARTNERS, LLC·DIAMOND BAR, California

SIE, Series 6, Series 7, Series 22, Series 63, Series 65CFPPFSClean record29 years registeredABRIDGE PARTNERS, LLC

21700 E. COPLEY DRIVE, SUITE 120, DIAMOND BAR, CA 91765CRD# 1659476Firm CRD# 145247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Michael Birgen · DIAMOND BAR, CA

Registration

CRD #1659476 · ABRIDGE PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Jan 2024 – present

LPL FINANCIAL LLC

Jan 2012 – Dec 2012

DIAMOND BAR, CA

STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC

Jan 2008 – Dec 2015

DIAMOND BAR, CA

ABRIDGE PARTNERS, LLC

Oct 2007 – Jan 2024

DIAMNOD BAR, CA

FFR ADVISORY

Jan 1998 – Aug 2010

DIAMOND BAR, CA

FSC SECURITIES CORPORATION

Jul 1997 – Jan 2006

DIAMOND BAR, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABRIDGE PARTNERS, LLC

CRD 145247 · SEC 801-68497

AUM

$102M

Regulatory assets under management

Employees

242 client accounts

Services offered by ABRIDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ABRIDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Michael Birgen offer?

Robert Michael Birgen specializes in Financial Planning, Investment Management. Contact their office in DIAMOND BAR, California for a consultation.

What are Robert Michael Birgen's credentials?

Robert Michael Birgen holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Michael Birgen located?

Robert Michael Birgen is based in DIAMOND BAR, California, working with ABRIDGE PARTNERS, LLC. Their office serves clients in the DIAMOND BAR metropolitan area and surrounding communities.

How does Robert Michael Birgen charge for services?

Robert Michael Birgen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABRIDGE PARTNERS, LLC?

ABRIDGE PARTNERS, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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