Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cape May, NJ
Every SEC-registered investment adviser representative at a firm office in Cape May, with the firms that employ the most of them.
7 registered advisors work in Cape May; the most are at Osaic Wealth, Inc. (4). 0 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Cape May
| Firm | Advisors in Cape May |
|---|---|
| Osaic Wealth, Inc. news | 4 |
| Janney Montgomery Scott LLC news | 1 |
| LPL Financial LLC news | 1 |
| UBS Financial Services Inc. news | 1 |
Advisors in Cape May, A to Z
Search all of New Jersey →- Martha W. BusserJanney Montgomery Scott LLC
- Svetlana A. KaplounOsaic Wealth, Inc.
- David R. L'ErarioOsaic Wealth, Inc.
- Danielle N. MartinezUBS Financial Services Inc.
- Matthew R. MenkeLPL Financial LLC · Chartered Financial Consultant
- David L. MetzOsaic Wealth, Inc.
- Amy B. WeinbergerOsaic Wealth, Inc.
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 Cape May, NJ?
7 investment adviser representatives are registered at firm offices in Cape May, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Cape May?
Osaic Wealth, Inc., with 4 registered advisors in Cape May, followed by Janney Montgomery Scott LLC with 1.
How do I check a financial advisor in Cape May?
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.