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Robert Reid Womack

ARISTOTLE CREDIT PARTNERS, LLC·NEWPORT BEACH, California
SIE, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredARISTOTLE CREDIT PARTNERS, LLC
840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 2379368Firm CRD# 169959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Reid Womack · NEWPORT BEACH, CA
Registration
CRD #2379368 · ARISTOTLE CREDIT PARTNERS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

EVERGREEN INVESTMENT MANAGEMENT CO
Oct 2009Dec 2009
BOSTON, MA
WACHOVIA GLOBAL SECURITIES LENDING
Jul 1998Oct 2008
LOS ANGELES, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 30, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARISTOTLE CREDIT PARTNERS, LLC
CRD 169959 · SEC 801-78984
AUM
$947M
Regulatory assets under management
Employees
4
358 client accounts
Services offered by ARISTOTLE CREDIT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Robert Reid Womack offer?
Robert Reid Womack specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Robert Reid Womack's credentials?
Robert Reid Womack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Reid Womack located?
Robert Reid Womack is based in NEWPORT BEACH, California, working with ARISTOTLE CREDIT PARTNERS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Robert Reid Womack charge for services?
Robert Reid Womack'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 ARISTOTLE CREDIT PARTNERS, LLC?
ARISTOTLE CREDIT PARTNERS, LLC has approximately 4 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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