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EW

Ernest W. Wennerberg

PARADIGM ASSET MANAGEMENT,INC.
Marina Del Rey, CA 90292
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CRD#: 2537607
EW

Professional summary


Ernest William Wennerberg MR., who also goes by William Wennerberg, is a registered financial advisor currently at PARADIGM ASSET MANAGEMENT,INC. located in Marina Del Rey, California.

Ernest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ernest has worked at 1 firm and has passed the Series 2 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


William Wennerberg

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM ALSO A LICENSED CERTIFIED PUBLIC ACCOUNTANT IN THE STATE OF CALIFORNIA WITH AN EMPHASIS IN TAX PLANNING AND PREPARATION.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ernest William Wennerberg MR.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 31, 1994 - Present

PARADIGM ASSET MANAGEMENT,INC.

Office #1: 409 Washington Blvd, Marina Del Rey, CA 90292
RIA
CRD#: 134587
Marina Del Rey, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/31/1994)

Exams


General Industry/Product Exam
RR
Series 2
Date: 8/26/1994
Non-Member General Securities Examination

Current Firm


PA
PARADIGM ASSET MANAGEMENT,INC.
PARADIGM ASSET MANAGEMENT,INC. | WILLIAM WENNERBERG,CPA

CRD#: 134587 / SEC#:

California
Registered Investment Advisory firm - (10/31/1994 Approved)
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Contact information


Main Address
409 Washington Blvd, Marina Del Rey, CA 90292
Mailing Address
Phone number
(310) 822-2720
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 56,889,909

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARADIGM ASSET MANAGEMENT,INC.

CRD#: 134587Marina Del Rey, CA 90292

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