RW
Richard Ward
from Curated Wealth Partners, LLC
Richard Ward is a financial advisor based in California, El Segundo,
with 17 years of experience. Richard currently works for
Curated Wealth Partners, LLC.
Richard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Ward works at Curated Wealth Partners, LLC
Curated Wealth Partners, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $371,000,000 of assets under management and employs about 10 people. Curated Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and carried interest from private fund.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, fixed fees and carried interest from private fund
Office location
2101 E El Segundo Blvd., Suite 501, El Segundo, California, 90245
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