Financial ADVSR advisor directory · SEC adviser records
New Horizons Wealth Management financial advisors in Cedar Knolls, NJ
Every SEC-registered investment adviser representative at a New Horizons Wealth Management office in Cedar Knolls, A to Z.
The short answer
6 registered advisors work at New Horizons Wealth Management in Cedar Knolls, out of 6 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
New Horizons Wealth Management advisors in Cedar Knolls, A to Z
Every New Horizons Wealth Management advisor →- Jamie N. CoxInvestment adviser rep
- Robert R. GiarraffaInvestment adviser rep
- Joseph P. OkalyCertified Financial Planner · Also a broker rep
- Pasquale D. RecupidoCertified Financial Planner · Also a broker rep
- Tara J. RecupidoInvestment adviser rep
- Victoria C. SullivanInvestment adviser rep
New Horizons Wealth Management advisors in every city and state →New Horizons Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many financial advisors does New Horizons Wealth Management have in Cedar Knolls?
6 investment adviser representatives are registered at New Horizons Wealth Management offices in Cedar Knolls, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is New Horizons Wealth Management one of the largest advisor employers in Cedar Knolls?
New Horizons Wealth Management ranks number 1 in Cedar Knolls by registered advisors, ahead of every other firm.
How do I check a New Horizons Wealth Management advisor in Cedar Knolls?
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 New Horizons Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.