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Brandon Sisk

Green Ridge Wealth Planning LLC

Montville, NJ

CRD 7861802

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Employer firm

Green Ridge Wealth Planning LLC CRD 304236

$390M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Green Ridge Wealth Planning Llc

150 River Road Suite E3, Montville, NJ 07045 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-03-25
NJ RA APPROVED 2024-03-15
  • NH RA
    APPROVED
    Since 2024-03-25
  • NJ RA
    APPROVED
    Since 2024-03-15

Branch Locations

150 River Road Suite E3, Montville, NJ 07045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Ridge Wealth Planning Llc Montville NJ 01/2024 Present
Green Ridge Wealth Planning Montville NJ 11/2021 Present
Cross Country Mortgage Hoboken NJ 11/2020 11/2021
High School & College N/A NJ 01/2014 05/2020
N/A N/A NJ 05/2020 11/2020
  • 01/2024 → Present
    Green Ridge Wealth Planning Llc
    Montville, NJ
  • 11/2021 → Present
    Green Ridge Wealth Planning
    Montville, NJ
  • 11/2020 → 11/2021
    Cross Country Mortgage
    Hoboken, NJ
  • 01/2014 → 05/2020
    High School & College
    N/A, NJ
  • 05/2020 → 11/2020
    N/A
    N/A, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22

View on SEC IAPD

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