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Alan Paul Swide

STONE BEACH INVESTMENT MANAGEMENT, LLC·NORWALK, Connecticut
Unclaimed Profile
101 MERRITT 7, NORWALK, CT 06851CRD# 1054553Firm CRD# 163163
01

About

Alan Paul Swide is a registered financial advisor based in NORWALK, Connecticut, affiliated with STONE BEACH INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
STONE BEACH INVESTMENT MANAGEMENT, LLC
STONE BEACH INVESTMENT MANAGEMENT, LLC
AUM
$21M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at STONE BEACH INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1054553
Firm CRD# 163163
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Paul Swide offer?
Alan Paul Swide specializes in Investment Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.
What are Alan Paul Swide's credentials?
Alan Paul Swide is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Paul Swide located?
Alan Paul Swide is based in NORWALK, Connecticut, working with STONE BEACH INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Alan Paul Swide charge for services?
Alan Paul Swide'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 STONE BEACH INVESTMENT MANAGEMENT, LLC?
STONE BEACH INVESTMENT MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $21M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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