linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Alan Ward

Curated Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Alan Ward

Richard Alan Ward is an investment advisor representative with Curated Wealth Partners, LLC. Richard has over 8 years of experience in the financial services industry. Richard holds the Series 63, 65, 7 and SIE licenses, as well as the Chartered Financial Analyst designation. Prior to joining Curated Wealth Partners, LLC, Richard worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities LLC. Richard specializes in providing portfolio management services to high net worth individuals and pooled investment vehicles.

Firm Information

Richard Ward is currently registered with Curated Wealth Partners, LLC. Curated Wealth Partners, LLC is an investment advisor headquartered in EL SEGUNDO, CA. The firm has 3 investment advisor representatives and manages approximately $1.45 billion in regulatory assets under management for 328 accounts. The firm provides portfolio management for individuals and businesses, as well as selection of other advisors. The firm's clients are primarily high-net-worth individuals.
Curated Wealth Partners, LLC

2101 E EL SEGUNDO BLVD.

EL SEGUNDO, CA 90245

$1.45B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Ward’s Registration & Firm History

CA

09/13/2018 - Present

Curated Wealth Partners, LLC (EL SEGUNDO CA)

CA

09/17/2015 - 09/18/2018

DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)

CA

08/03/2010 - 08/24/2015

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

10/25/2007 - 08/05/2010

CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)

Not sure if Richard Alan Ward is right for you?

Licenses & Designations

IA

Issued 11/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Alan Ward.
Not sure if Richard Alan Ward is right for you?