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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Smallwood Wealth Management financial advisors in New Jersey

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

The short answer

5 registered advisors work at Smallwood Wealth Management in New Jersey, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Red Bank (5). 2 list the CFP designation and 4 are also registered broker representatives.

Smallwood Wealth Management advisors by city in New Jersey

Every firm in New Jersey →

Red Bank 5

Smallwood Wealth Management advisors in New Jersey, A to Z

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Questions

How many Smallwood Wealth Management financial advisors are in New Jersey?

5 investment adviser representatives are registered at Smallwood Wealth Management offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Where in New Jersey does Smallwood Wealth Management have the most advisors?

Red Bank, with 5. Smallwood Wealth Management has advisors in 1 city in New Jersey.

How do I check a Smallwood Wealth Management 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 Smallwood Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.