Unclaimed Profile

Erik D Ridgley

SALEM PARTNERS WEALTH MANAGEMENT, LLC·LOS ANGELES, California

SIE, Series 2, Series 7, Series 31, Series 66CFAClean record20 years registeredSALEM PARTNERS WEALTH MANAGEMENT, LLC

11111 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 2810980Firm CRD# 131359

Profile Verification

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

Identity

Erik D Ridgley · LOS ANGELES, CA

Registration

CRD #2810980 · SALEM PARTNERS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Mar 2018 – present

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Mar 2018

BEVERLY HILLS, CA

CITICORP INVESTMENT SERVICES

Mar 2006 – May 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 31

Series 66

Registration record

First registered · March 23, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALEM PARTNERS WEALTH MANAGEMENT, LLC

CRD 131359 · SEC 801-63354

AUM

$360M

Regulatory assets under management

Employees

189 client accounts

Services offered by SALEM PARTNERS WEALTH MANAGEMENT, 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 SALEM PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Erik D Ridgley offer?

Erik D Ridgley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Erik D Ridgley's credentials?

Erik D Ridgley holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik D Ridgley located?

Erik D Ridgley is based in LOS ANGELES, California, working with SALEM PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Erik D Ridgley charge for services?

Erik D Ridgley'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 SALEM PARTNERS WEALTH MANAGEMENT, LLC?

SALEM PARTNERS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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