Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Allendale, NJ
Every SEC-registered investment adviser representative at a firm office in Allendale, with the firms that employ the most of them.
7 registered advisors work in Allendale; the most are at Cetera Investment Advisers LLC (1). 0 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Allendale
| Firm | Advisors in Allendale |
|---|---|
| Cetera Investment Advisers LLC news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Rational Investment Methodology | 1 |
| State Farm Investment Management Corp. | 1 |
| Strategic Advisers LLC | 1 |
| Summit Financial, LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Allendale, A to Z
Search all of New Jersey →- Gautam ChhadaSummit Financial, LLC · Chartered Financial Analyst
- William J. CooneyStrategic Advisers LLC
- Susan L. FrenkelCetera Investment Advisers LLC
- Edward D. KalpagianState Farm Investment Management Corp. · Chartered Financial Consultant
- Crista L. McKennaOsaic Wealth, Inc.
- Donna S. Moy-WaletzkiWells Fargo Clearing Services, LLC
- Danilo R. SantiagoRational Investment Methodology
Other cities in New Jersey
All of New Jersey →Morristown 1,174Princeton 891Paramus 772Red Bank 742Weehawken 631Florham Park 612Pennington 596Summit 488Jersey City 480Marlton 401Parsippany 337Short Hills 296Mount Laurel 283Warren 187Bedminster 176Fairfield 159Cherry Hill 156Wall 156Bridgewater 145Iselin 142Shrewsbury 136Holmdel 131Toms River 125Wayne 122
Questions
How many financial advisors are in Allendale, NJ?
7 investment adviser representatives are registered at firm offices in Allendale, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Allendale?
Cetera Investment Advisers LLC, with 1 registered advisors in Allendale, followed by Osaic Wealth, Inc. with 1.
How do I check a financial advisor in Allendale?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.