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Alan Stephen Wardyga

WEALTH MANAGEMENT RESOURCES, INC.·N. SMITHFIELD, Rhode Island
Clean recordWEALTH MANAGEMENT RESOURCES, INC.
501 GREAT ROAD, N. SMITHFIELD, RI 02896CRD# 2169985Firm CRD# 45452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Stephen Wardyga · N. SMITHFIELD, RI
Registration
CRD #2169985 · WEALTH MANAGEMENT RESOURCES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Stephen Wardyga is a registered financial advisor based in N. SMITHFIELD, Rhode Island, affiliated with WEALTH MANAGEMENT RESOURCES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC.
AUM
$339M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WEALTH MANAGEMENT RESOURCES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2169985
Firm CRD# 45452
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Stephen Wardyga offer?
Alan Stephen Wardyga specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in N. SMITHFIELD, Rhode Island for a consultation.
What are Alan Stephen Wardyga's credentials?
Alan Stephen Wardyga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Stephen Wardyga located?
Alan Stephen Wardyga is based in N. SMITHFIELD, Rhode Island, working with WEALTH MANAGEMENT RESOURCES, INC.. Their office serves clients in the N. SMITHFIELD metropolitan area and surrounding communities.
How does Alan Stephen Wardyga charge for services?
Alan Stephen Wardyga's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT RESOURCES, INC.?
WEALTH MANAGEMENT RESOURCES, INC. has approximately 10 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT RESOURCES, INC.

Alexander Mark Medici
SMITHFIELD, RI
Kevin R Worthley
SMITHFIELD, RI
Arthur Clayton Everly
SMITHFIELD, RI
Kimberly Beth Neely
SMITHFIELD, RI
Scott Everly
SMITHFIELD, RI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)MIDDLETOWN (8)CRANSTON (7)JOHNSTON (7)WOONSOCKET (6)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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