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Wendy Elizabeth Deer

GREEN RIDGE WEALTH PLANNING LLC·MONTVILLE, New Jersey
Clean recordGREEN RIDGE WEALTH PLANNING LLC
150 RIVER ROAD, MONTVILLE, NJ 07045CRD# 7704619Firm CRD# 304236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Elizabeth Deer · MONTVILLE, NJ
Registration
CRD #7704619 · GREEN RIDGE WEALTH PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendy Elizabeth Deer is a registered financial advisor based in MONTVILLE, New Jersey, affiliated with GREEN RIDGE WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREEN RIDGE WEALTH PLANNING LLC
GREEN RIDGE WEALTH PLANNING LLC
AUM
$241M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GREEN RIDGE WEALTH PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7704619
Firm CRD# 304236
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Elizabeth Deer offer?
Wendy Elizabeth Deer specializes in Financial Planning, Investment Management. Contact their office in MONTVILLE, New Jersey for a consultation.
What are Wendy Elizabeth Deer's credentials?
Wendy Elizabeth Deer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Elizabeth Deer located?
Wendy Elizabeth Deer is based in MONTVILLE, New Jersey, working with GREEN RIDGE WEALTH PLANNING LLC. Their office serves clients in the MONTVILLE metropolitan area and surrounding communities.
How does Wendy Elizabeth Deer charge for services?
Wendy Elizabeth Deer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN RIDGE WEALTH PLANNING LLC?
GREEN RIDGE WEALTH PLANNING LLC has approximately 10 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREEN RIDGE WEALTH PLANNING LLC

Jordan Charles Kaufman
MONTVILLE, NJ
Robert James Mascia
MONTVILLE, NJ

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Research
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