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Raymond Patrick Weston

AZALEA MANAGEMENT COMPANY, LLC·GREENVILLE, South Carolina
Clean recordAZALEA MANAGEMENT COMPANY, LLC
55 BEATTIE PLACE, GREENVILLE, SC 29601CRD# 2007583Firm CRD# 164102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Patrick Weston · GREENVILLE, SC
Registration
CRD #2007583 · AZALEA MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Raymond Patrick Weston is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with AZALEA MANAGEMENT COMPANY, LLC. 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
AZALEA MANAGEMENT COMPANY, LLC
AZALEA CAPITAL
AUM
$84M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AZALEA MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2007583
Firm CRD# 164102
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Patrick Weston offer?
Raymond Patrick Weston specializes in Retirement Planning. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Raymond Patrick Weston's credentials?
Raymond Patrick Weston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Patrick Weston located?
Raymond Patrick Weston is based in GREENVILLE, South Carolina, working with AZALEA MANAGEMENT COMPANY, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Raymond Patrick Weston charge for services?
Raymond Patrick Weston's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AZALEA MANAGEMENT COMPANY, LLC?
AZALEA MANAGEMENT COMPANY, LLC has approximately 7 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AZALEA MANAGEMENT COMPANY, LLC

Barbara J. Anderson
GREENVILLE, SC
Marshall Henderson Cole Iii
GREENVILLE, SC
Patrick Alan Duncan
GREENVILLE, SC

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Nearby cities in South Carolina
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Research
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