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Robert Howard Sheridan

RIDGEMONT PARTNERS MANAGEMENT, LLC·CHARLOTTE, North Carolina
Clean recordRIDGEMONT PARTNERS MANAGEMENT, LLC
150 NORTH COLLEGE STREET, SUITE 2500, CHARLOTTE, NC 28202CRD# 1551600Firm CRD# 157421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Howard Sheridan · CHARLOTTE, NC
Registration
CRD #1551600 · RIDGEMONT PARTNERS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Howard Sheridan is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with RIDGEMONT PARTNERS MANAGEMENT, 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

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03

Firm Overview

Firm
RIDGEMONT PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
AUM
$7.6B
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at RIDGEMONT PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1551600
Firm CRD# 157421
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Howard Sheridan offer?
Robert Howard Sheridan specializes in Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Robert Howard Sheridan's credentials?
Robert Howard Sheridan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Howard Sheridan located?
Robert Howard Sheridan is based in CHARLOTTE, North Carolina, working with RIDGEMONT PARTNERS MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Robert Howard Sheridan charge for services?
Robert Howard Sheridan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIDGEMONT PARTNERS MANAGEMENT, LLC?
RIDGEMONT PARTNERS MANAGEMENT, LLC has approximately 58 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIDGEMONT PARTNERS MANAGEMENT, LLC

George Emmett Morgan
CHARLOTTE, NC
John Aubrey Shimp
CHARLOTTE, NC
Robert Leon Edwards
CHARLOTTE, NC
Edward Albert Balogh
CHARLOTTE, NC
John Travis Hain
CHARLOTTE, NC
Walker Lynch Poole
CHARLOTTE, NC

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Research
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