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Geraldine Ellen Sloan

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.·PARAMUS, New Jersey
Unclaimed Profile
52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 5539013Firm CRD# 147385
01

About

Geraldine Ellen Sloan is a registered financial advisor based in PARAMUS, New Jersey, affiliated with STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.. 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
03

Firm Overview

Firm
STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.
STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.
AUM
$22M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5539013
Firm CRD# 147385
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Geraldine Ellen Sloan offer?
Geraldine Ellen Sloan specializes in Financial Planning, Investment Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Geraldine Ellen Sloan's credentials?
Geraldine Ellen Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geraldine Ellen Sloan located?
Geraldine Ellen Sloan is based in PARAMUS, New Jersey, working with STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Geraldine Ellen Sloan charge for services?
Geraldine Ellen Sloan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.?
STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C. has approximately 4 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
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