Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Clinton, NJ
Every SEC-registered investment adviser representative at a firm office in Clinton, with the firms that employ the most of them.
The short answer
15 registered advisors work in Clinton; the most are at Commonwealth Financial Network (3). 2 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Clinton
| Firm | Advisors in Clinton |
|---|---|
| Commonwealth Financial Network news | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 3 |
| Tranquilli Financial Advisor, LLC | 2 |
| Triad Wealth Partners, LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Edward Jones news | 1 |
| Investment Capital Advisors | 1 |
| Investment Capital Management, Inc. | 1 |
| PNC Wealth Management LLC | 1 |
Advisors in Clinton, A to Z
CFP advisors in Clinton →- Andrew J. ConveryCommonwealth Financial Network · Certified Financial Planner
- Matthew M. D'EliaTriad Wealth Partners, LLC
- Michael FasanoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cory L. GearhartPNC Wealth Management LLC
- Michelle L. HeideAmeriprise Financial Services, LLC
- Dustin LindleyEdward Jones
- Anthony E. LocascioInvestment Capital Advisors · Certified Financial Planner
- Benjamin A. PainterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nastassia V. PogrebniakMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jenner K. PrestonTranquilli Financial Advisor, LLC
- Henry K. ScalzoCommonwealth Financial Network
- Joseph C. ScalzoCommonwealth Financial Network
- Mark C. SchultzInvestment Capital Management, Inc.
- Louis TranquilliTranquilli Financial Advisor, LLC
- Christopher C. YetterTriad Wealth Partners, LLC
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 Clinton, NJ?
15 investment adviser representatives are registered at firm offices in Clinton, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Clinton?
Commonwealth Financial Network, with 3 registered advisors in Clinton, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 3.
How do I check a financial advisor in Clinton?
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.