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Robert Lowell Gold

RIDGEWOOD CAPITAL MANAGEMENT, LLC·MONTVALE, New Jersey
SIE, Series 7, Series 22, Series 24, Series 39, Series 63, Series 66Clean recordRIDGEWOOD CAPITAL MANAGEMENT, LLC
14 PHILIPS PARKWAY, MONTVALE, NJ 07645CRD# 1833067Firm CRD# 142411

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lowell Gold · MONTVALE, NJ
Registration
CRD #1833067 · RIDGEWOOD CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 24
Series 39
Series 63
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RIDGEWOOD CAPITAL MANAGEMENT, LLC
CRD 142411 · SEC 802-77897
AUM
$65M
Regulatory assets under management
Services offered by RIDGEWOOD CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at RIDGEWOOD CAPITAL MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Robert Lowell Gold offer?
Robert Lowell Gold specializes in Retirement Planning. Contact their office in MONTVALE, New Jersey for a consultation.
What are Robert Lowell Gold's credentials?
Robert Lowell Gold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lowell Gold located?
Robert Lowell Gold is based in MONTVALE, New Jersey, working with RIDGEWOOD CAPITAL MANAGEMENT, LLC. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.
How does Robert Lowell Gold charge for services?
Robert Lowell Gold's firm is compensated through performance-based fees, other: % capital contributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIDGEWOOD CAPITAL MANAGEMENT, LLC?
RIDGEWOOD CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $65M in regulatory assets under management. See their Form ADV for full details.
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Leslie Wolff Golden
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