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Joseph Testani

SFW CAPITAL PARTNERS, L.P.·RYE, New York
Clean recordSFW CAPITAL PARTNERS, L.P.
22 ELM PLACE, RYE, NY 10580CRD# 5560722Firm CRD# 160561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Testani · RYE, NY
Registration
CRD #5560722 · SFW CAPITAL PARTNERS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Testani is a registered financial advisor based in RYE, New York, affiliated with SFW CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SFW CAPITAL PARTNERS, L.P.
SFW CAPITAL PARTNERS
AUM
$967M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SFW CAPITAL PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: FEE INCOME FROM PORTFOLIO COMPANIES OF FUND
Regulatory
SEC/IARD CRD# 5560722
Firm CRD# 160561
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Testani offer?
Joseph Testani specializes in Retirement Planning. Contact their office in RYE, New York for a consultation.
What are Joseph Testani's credentials?
Joseph Testani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Testani located?
Joseph Testani is based in RYE, New York, working with SFW CAPITAL PARTNERS, L.P.. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Joseph Testani charge for services?
Joseph Testani's firm is compensated through percentage of aum, performance-based fees, other: fee income from portfolio companies of fund. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFW CAPITAL PARTNERS, L.P.?
SFW CAPITAL PARTNERS, L.P. has approximately 10 employees and manages $967M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Roger Cary Freeman
RYE, NY
Terry D Smith
RYE, NY

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