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Robert Patterson Swan

LIGHTHOUSE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3801 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 4381464Firm CRD# 136591
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About

Robert Patterson Swan is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with LIGHTHOUSE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
LIGHTHOUSE INVESTMENT PARTNERS, LLC
LIGHTHOUSE INVESTMENT PARTNERS, LLC
AUM
$74.1B
Regulatory assets under management
Employees
413
Total firm employees
View all advisors at LIGHTHOUSE INVESTMENT PARTNERS, LLC →
Services
Pension consulting
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF EXPENSES
Regulatory
SEC/IARD CRD# 4381464
Firm CRD# 136591
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Patterson Swan offer?
Robert Patterson Swan specializes in Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Robert Patterson Swan's credentials?
Robert Patterson Swan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Patterson Swan located?
Robert Patterson Swan is based in PALM BEACH GARDENS, Florida, working with LIGHTHOUSE INVESTMENT PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Robert Patterson Swan charge for services?
Robert Patterson Swan's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE INVESTMENT PARTNERS, LLC?
LIGHTHOUSE INVESTMENT PARTNERS, LLC has approximately 413 employees and manages $74.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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