Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Essex Fells, NJ
Every SEC-registered investment adviser representative at a firm office in Essex Fells, with the firms that employ the most of them.
The short answer
4 registered advisors work in Essex Fells; the most are at Osaic Wealth, Inc. (1). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Essex Fells
| Firm | Advisors in Essex Fells |
|---|---|
| Osaic Wealth, Inc. news | 1 |
| RBC Capital Markets, LLC news | 1 |
| Strategic Advisers LLC | 1 |
| Victory Capital Management Inc. | 1 |
Advisors in Essex Fells, A to Z
Search all of New Jersey →- Thomas BonitoOsaic Wealth, Inc.
- John C. CarlsonVictory Capital Management Inc.
- Ivy LauStrategic Advisers LLC
- David SemayaRBC Capital Markets, 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 Essex Fells, NJ?
4 investment adviser representatives are registered at firm offices in Essex Fells, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Essex Fells?
Osaic Wealth, Inc., with 1 registered advisors in Essex Fells, followed by RBC Capital Markets, LLC with 1.
How do I check a financial advisor in Essex Fells?
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.