Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ewing, NJ
Every SEC-registered investment adviser representative at a firm office in Ewing, with the firms that employ the most of them.
9 registered advisors work in Ewing; the most are at Wells Fargo Clearing Services, LLC (3). 3 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Ewing
Advisors in Ewing, A to Z
CFP advisors in Ewing →- Patrick A. AitchesonSantander Securities LLC
- Brigitte BendrissMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Maryanne BohlingerCetera Investment Advisers LLC · Certified Financial Planner
- Delano M. JarrettCitigroup Global Markets Inc.
- Alec W. JurczynskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Magnita KluvitseWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark T. OlszakWells Fargo Clearing Services, LLC
- Thomas J. OlszakWells Fargo Clearing Services, LLC
- Jonathan ShenSax Wealth Advisors, LLC · Certified Financial Planner
Other cities in New Jersey
All of New Jersey →Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116
Questions
How many financial advisors are in Ewing, NJ?
9 investment adviser representatives are registered at firm offices in Ewing, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Ewing?
Wells Fargo Clearing Services, LLC, with 3 registered advisors in Ewing, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Ewing?
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.