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Robert Ernest Swanson

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC·MONTVALE, New Jersey
SIE, Series 6, Series 22, Series 39, Series 63Clean recordRIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
14 PHILIPS PARKWAY, MONTVALE, NJ 07645CRD# 1332429Firm CRD# 283321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Ernest Swanson · MONTVALE, NJ
Registration
CRD #1332429 · RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 39
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
CRD 283321 · SEC 802-122920
AUM
$750M
Regulatory assets under management
Services offered by RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Robert Ernest Swanson offer?
Robert Ernest Swanson specializes in Retirement Planning, Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.
What are Robert Ernest Swanson's credentials?
Robert Ernest Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Ernest Swanson located?
Robert Ernest Swanson is based in MONTVALE, New Jersey, working with RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.
How does Robert Ernest Swanson charge for services?
Robert Ernest Swanson's firm is compensated through subscription fees, performance-based fees, other: % of capital contributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC?
RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC is a registered investment adviser with the SEC, managing $750M in regulatory assets under management. See their Form ADV for full details.
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