Unclaimed Profile

Alan Paul Swide

STONE BEACH INVESTMENT MANAGEMENT, LLC·NORWALK, Connecticut

Clean recordSTONE BEACH INVESTMENT MANAGEMENT, LLC

101 MERRITT 7, NORWALK, CT 06851CRD# 1054553Firm CRD# 163163

Profile Verification

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

Identity

Alan Paul Swide · NORWALK, CT

Registration

CRD #1054553 · STONE BEACH INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

STONE BEACH INVESTMENT MANAGEMENT, LLC

AUM

$21M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONE BEACH INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1054553

Firm CRD# 163163

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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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