Unclaimed Profile

Robert Bryan Woods

NORTHLIGHT CAPITAL PARTNERS LLC·NORWALK, Connecticut

Clean recordNORTHLIGHT CAPITAL PARTNERS LLC

64 WALL STREET, NORWALK, CT 06850CRD# 1703230Firm CRD# 170112

Profile Verification

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

Identity

Robert Bryan Woods · NORWALK, CT

Registration

CRD #1703230 · NORTHLIGHT CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Bryan Woods is a registered financial advisor based in NORWALK, Connecticut, affiliated with NORTHLIGHT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NORTHLIGHT CAPITAL PARTNERS LLC

NORTHLIGHT CAPITAL PARTNERS

AUM

$464M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHLIGHT CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SPECIAL SERVICING FEES

Regulatory

SEC/IARD CRD# 1703230

Firm CRD# 170112

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Bryan Woods offer?

Robert Bryan Woods specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.

What are Robert Bryan Woods's credentials?

Robert Bryan Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bryan Woods located?

Robert Bryan Woods is based in NORWALK, Connecticut, working with NORTHLIGHT CAPITAL PARTNERS LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.

How does Robert Bryan Woods charge for services?

Robert Bryan Woods's firm is compensated through percentage of aum, performance-based fees, other: special servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHLIGHT CAPITAL PARTNERS LLC?

NORTHLIGHT CAPITAL PARTNERS LLC has approximately 11 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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