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ER

Erik D. Ridgley

SALEM PARTNERS WEALTH MANAGEMENT
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 2810980
ER

Professional summary

Erik D Ridgley, who also goes by Erik Ridgley, is a registered financial advisor currently at SALEM PARTNERS WEALTH MANAGEMENT, LLC located in Los Angeles, California and SALEM PARTNERS LLC located in Los Angeles, California.

Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Erik has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Ridgley

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik D Ridgley's CRS (Customer Relationship Summary).
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

March 22, 2018 - Present

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
RIA
CRD#: 131359
Los Angeles, CA
Current

March 23, 2018 - Present

SALEM PARTNERS LLC

Office #1: 11111 Santa Monica Boulevard Suite 2250, Los Angeles, CA 90025
BD
CRD#: 43363
Los Angeles, CA
Past

March 22, 2018 - December 31, 2024

SALEM PARTNERS WEALTH MANAGEMENT, LLC

RIA
CRD#: 131359
LOS ANGELES, CA
Past

March 28, 2017 - March 16, 2018

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
Beverly Hills, CA
Past

May 29, 2007 - March 16, 2018

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BEVERLY HILLS, CA
Past

May 29, 2007 - March 16, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BEVERLY HILLS, CA
Past

March 23, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
LOS ANGELES, CA
Past

January 1, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/23/2018)
IAR
California
(3/23/2018)
IAR
Texas
(3/22/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/20/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/7/2017
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/28/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 9/18/1996
Non-Member General Securities Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 Approved)
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Contact information

Main Address
11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 806-4200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SALEM PARTNERS WEALTH MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts208
AUM (Assets Under Management)$ 413,344,561

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

SALEM PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 131359Los Angeles, CA 90025

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