AdvisorOS Directory
Claim Profile
Unclaimed Profile
SL

Samuel Jurek Lissner

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC·MONTVALE, New Jersey
Clean recordRIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
14 PHILIPS PARKWAY, MONTVALE, NJ 07645CRD# 6630171Firm CRD# 283321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Jurek Lissner · MONTVALE, NJ
Registration
CRD #6630171 · RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Jurek Lissner is a registered financial advisor based in MONTVALE, New Jersey, affiliated with RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Samuel

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

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

03

Firm Overview

Firm
RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC
RIDGEWOOD PRIVATE EQUITY PARTNERS
AUM
$750M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Performance-based fees
Other: % OF CAPITAL CONTRIBUTIONS
Regulatory
SEC/IARD CRD# 6630171
Firm CRD# 283321
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTVALE?

Browse all registered financial advisors in MONTVALE, New Jersey or claim this profile if it's yours.

Browse MONTVALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Samuel Jurek Lissner offer?
Samuel Jurek Lissner specializes in Retirement Planning, Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.
What are Samuel Jurek Lissner's credentials?
Samuel Jurek Lissner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Jurek Lissner located?
Samuel Jurek Lissner 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 Samuel Jurek Lissner charge for services?
Samuel Jurek Lissner'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC

Robert Ernest Swanson
MONTVALE, NJ
Michael Lawrence Albrecht
MONTVALE, NJ
Matthew Elias Swanson
MONTVALE, NJ
Jennifer Brumel Scott
MONTVALE, NJ
Robert E Swanson
MONTVALE, NJ
Ross Maxwell Posner
MONTVALE, NJ

More Advisors in MONTVALE, New Jersey

Chaim Zev Kirshenbaum
PORTFOLIO STRATEGIES INC NY·MONTVALE, NJ
Dennis J Ruggere
CLADRIUS PARTNERS LLC·MONTVALE, NJ
Sam Harris Friedman
CLADRIUS PARTNERS LLC·MONTVALE, NJ
Chaim Mordechai Munk
PORTFOLIO STRATEGIES INC NY·MONTVALE, NJ
Richard M Morano
INDICES-PAC RESEARCH CORP.·MONTVALE, NJ
Mirna Valdes
RIDGEWOOD ENERGY CORPORATION·MONTVALE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (212)NEWARK (193)SUMMIT (171)JERSEY CITY (149)RED BANK (133)MORRISTOWN (118)SHORT HILLS (62)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile