Ward P. Lindenmayer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ward Paul Lindenmayer was a registered financial professional .
Ward is a previously registered financial professional and started their career in finance in 2003. Ward had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2012 - December 6, 2022
BTR CAPITAL MANAGEMENT INC
August 9, 2006 - October 18, 2011
GARLAND INVESTMENT MANAGEMENT INC.
January 7, 2003 - November 16, 2004
NELSON CAPITAL MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BTR CAPITAL MANAGEMENT INC
CRD#: 105195 / SEC#: 801-34890
Contact information
Regulatory assets under management
| Total Number of Accounts | 736 |
| AUM (Assets Under Management) | $ 1,151,563,930 |
Red Flags
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