RIDGE RETIREMENT CONSULTANTS, LLC
CRD #171273 SEC #801-79744 NEW YORK, NY 212-790-2888
SEC Registered
Total AUM
$1.4B
Discretionary
$0
Employees
5
Clients
--
Accounts
36
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SARDERA, SERGIO | I | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CLIENT SERVICES | NA | |
| SARDERA, SERGIO | I | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CLIENT SERVICES | NA | |
| SARDERA, SERGIO | I | VICE PRESIDENT, CLIENT SERVICES | NA | |
| SARDERA, SERGIO | I | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CLIENT SERVICES | NA | |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | E | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | E | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | E | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | E | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | D | Control |
| SCHERZER, ROBERT, JEFFREY | I | MEMBER | C | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| KLINGMAN HOLDINGS, LLC | DE | KLINGMAN HOLDINGS, LLC | B | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PALEY, MICHAEL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
| KLINGMAN, GERARD, ALBERT | I | KLINGMAN HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Oct 27, 2016 REGISTERED
Notice Filings (3)
NJ NY TN
Address
108 WEST 39TH STREETSUITE 305
NEW YORK, NY 10018
United States
Phone: 212-790-2888