Unclaimed Profile

Richard Alan Monaghan

CERES PARTNERS, LLC·SOUTH BEND, Indiana

Clean recordCERES PARTNERS, LLC

1251 N. EDDY STREET, SOUTH BEND, IN 46617CRD# 1412785Firm CRD# 290937

Profile Verification

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

Identity

Richard Alan Monaghan · SOUTH BEND, IN

Registration

CRD #1412785 · CERES PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Alan Monaghan is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with CERES PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CERES PARTNERS, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CERES PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1412785

Firm CRD# 290937

View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Browse SOUTH BEND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Alan Monaghan offer?

Richard Alan Monaghan specializes in Retirement Planning. Contact their office in SOUTH BEND, Indiana for a consultation.

What are Richard Alan Monaghan's credentials?

Richard Alan Monaghan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Alan Monaghan located?

Richard Alan Monaghan is based in SOUTH BEND, Indiana, working with CERES PARTNERS, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.

How does Richard Alan Monaghan charge for services?

Richard Alan Monaghan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERES PARTNERS, LLC?

CERES PARTNERS, LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →