Unclaimed Profile

Sergio Sardera

RIDGE RETIREMENT CONSULTANTS, LLC·NEW YORK, New York

Clean recordRIDGE RETIREMENT CONSULTANTS, LLC

108 WEST 39TH STREET, NEW YORK, NY 10018CRD# 4170213Firm CRD# 171273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sergio Sardera · NEW YORK, NY

Registration

CRD #4170213 · RIDGE RETIREMENT CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sergio Sardera is a registered financial advisor based in NEW YORK, New York, affiliated with RIDGE RETIREMENT CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

RIDGE RETIREMENT CONSULTANTS, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIDGE RETIREMENT CONSULTANTS, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4170213

Firm CRD# 171273

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Frequently Asked Questions

What services does Sergio Sardera offer?

Sergio Sardera is a registered financial advisor in NEW YORK, New York. Contact their office for details on services offered.

What are Sergio Sardera's credentials?

Sergio Sardera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sergio Sardera located?

Sergio Sardera is based in NEW YORK, New York, working with RIDGE RETIREMENT CONSULTANTS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Sergio Sardera charge for services?

Sergio Sardera'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 RIDGE RETIREMENT CONSULTANTS, LLC?

RIDGE RETIREMENT CONSULTANTS, LLC has approximately 5 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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