North Ridge Securities Corp.

North Ridge Securities Corp. (CRD# 27098) is a financial advisory firm headquartered in Melville, NY. They manage $192,000,000 in 600 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $320,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at North Ridge Securities Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey C. Lewis
CRD#: 2141917
1895 Walt Whitman Rd, Melville, NY 11747
96
Wealthminder
score

Jeffrey Lewis (CRD# 2141917) is an Investment Advisor Representative working at North Ridge Securities Corp. in Melville, NY and has over 26 years of experience in the finance industry. Jeffrey Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph H. Clinard
CRD#: 48764
1895 Walt Whitman Rd, Melville, NY 11747
93
Wealthminder
score

Joseph Clinard (CRD# 48764) is an Investment Advisor Representative working at North Ridge Securities Corp. in Melville, NY and has over 25 years of experience in the finance industry.

3
Marc A. Stein
CRD#: 4640509
1895 Walt Whitman Road, Melville, NY 11747
83
Wealthminder
score

Marc Stein (CRD# 4640509) is an Investment Advisor Representative working at North Ridge Securities Corp. in Melville, NY and has over 15 years of experience in the finance industry.

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