Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Berkeley Heights, NJ
Every SEC-registered investment adviser representative at a firm office in Berkeley Heights, with the firms that employ the most of them.
The short answer
39 registered advisors work in Berkeley Heights; the most are at Valic Financial Advisors, Inc. (20). 5 list the CFP designation and 36 are also registered broker representatives.
Firms with the most advisors in Berkeley Heights
Advisors in Berkeley Heights, A to Z
CFP advisors in Berkeley Heights →- Keith C. ApplegateStrategic Advisers LLC
- Nazma BegumValic Financial Advisors, Inc.
- Michael J. BokachValic Financial Advisors, Inc.
- Mark A. BondiValic Financial Advisors, Inc. · Certified Financial Planner
- Martha E. CarrionEdward Jones
- David T. CassinValic Financial Advisors, Inc.
- Gelber CastilloValic Financial Advisors, Inc.
- Jason E. CottonValic Financial Advisors, Inc. · Certified Financial Planner
- Gregory F. DillonProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Analyst
- Rosangela DutraCitigroup Global Markets Inc.
- Henry A. FalquezValic Financial Advisors, Inc.
- Marco FernandesJ.P. Morgan Securities LLC
- Subhrajit GoonAimcdonnaugh & Co. Inc.
- Christopher M. GriestOakbourne Advisors
- Scott E. HirschValic Financial Advisors, Inc.
- Pablo A. IdrovoPark Avenue Securities LLC
- Jessica Y. Kwon-KapadiaEagle Strategies LLC
- Sean N. LankardValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin MackEdward Jones · Certified Financial Planner
- Rodney McMillianWells Fargo Clearing Services, LLC
- Andrew B. MeinbresseValic Financial Advisors, Inc.
- Gamaliel MichaudValic Financial Advisors, Inc.
- Darrin MilesValic Financial Advisors, Inc.
- John E. MooreOakbourne Advisors
- Kevin G. MullinsValic Financial Advisors, Inc.
- Elizabeth A. NewmanValic Financial Advisors, Inc.
- Jan A. NilsenValic Financial Advisors, Inc.
- Erin O'DonnellPark Avenue Securities LLC
- John K. PaoloniOakbourne Advisors
- Andrew PetersOakbourne Advisors
- Richard PiazzaPark Avenue Securities LLC
- Susan J. PortnoiMercer Global Advisors Inc. · Personal Financial Specialist
- Silvia C. Rodriguez-CodaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Maryann L. SciaraValic Financial Advisors, Inc.
- Peter M. SerraValic Financial Advisors, Inc.
- Monique N. ThackerValic Financial Advisors, Inc.
- Robert W. TothValic Financial Advisors, Inc.
- Garrett ValentinoJ.P. Morgan Securities LLC
- Jared C. ZahnValic Financial Advisors, Inc.
Other cities in New Jersey
All of New Jersey →Morristown 1,113Princeton 834Paramus 731Red Bank 701Weehawken 606Florham Park 578Pennington 573Summit 464Jersey City 454Marlton 371Parsippany 315Short Hills 279Mount Laurel 263Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114
Questions
How many financial advisors are in Berkeley Heights, NJ?
39 investment adviser representatives are registered at firm offices in Berkeley Heights, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Berkeley Heights?
Valic Financial Advisors, Inc., with 20 registered advisors in Berkeley Heights, followed by Oakbourne Advisors with 4.
How do I check a financial advisor in Berkeley Heights?
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.