Investment adviser representative · Green Ridge Wealth Planning LLC
Luciano M. Betman
CRD 8080682 · Montville, NJ
At a glance
Luciano M. Betman is an investment adviser representative with Green Ridge Wealth Planning LLC in Montville, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Luciano’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Green Ridge Wealth Planning LLCSince June 2025Montville, NJ · $390M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Luciano’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Green Ridge Wealth Planning LLC
- Sean T. ColeMontville
- Jordan C. KaufmanMontville · Certified Financial Planner, Chartered Financial Analyst
- Robert J. MasciaMontville
- Brandon SiskMontville
Every advisor at Green Ridge Wealth Planning LLC →Green Ridge Wealth Planning LLC: assets, clients and custodians →Financial advisors in Montville, NJ →Every Green Ridge Wealth Planning LLC advisor in Montville →Advisor Moves: who changed firms this week →