Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

East Coast Wealth Management, Inc. financial advisors in New Jersey

Every SEC-registered investment adviser representative at a East Coast Wealth Management, Inc. office in New Jersey, by city and A to Z.

The short answer

3 registered advisors work at East Coast Wealth Management, Inc. in New Jersey, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Florham Park (3). 1 list the CFP designation and 0 are also registered broker representatives.

East Coast Wealth Management, Inc. advisors by city in New Jersey

Every firm in New Jersey →

Florham Park 3

East Coast Wealth Management, Inc. advisors in New Jersey, A to Z

Search by name →

East Coast Wealth Management, Inc. advisors in every state →East Coast Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many East Coast Wealth Management, Inc. financial advisors are in New Jersey?

3 investment adviser representatives are registered at East Coast Wealth Management, Inc. offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in New Jersey does East Coast Wealth Management, Inc. have the most advisors?

Florham Park, with 3. East Coast Wealth Management, Inc. has advisors in 1 city in New Jersey.

How do I check a East Coast Wealth Management, Inc. advisor in New Jersey?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the East Coast Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.