Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Mount Laurel, NJ
Every SEC-registered investment adviser representative at a firm office in Mount Laurel, with the firms that employ the most of them.
The short answer
255 registered advisors work in Mount Laurel; the most are at Morgan Stanley (78). 10 list the CFP designation and 246 are also registered broker representatives.
Firms with the most advisors in Mount Laurel
Advisors in Mount Laurel, A to Z
CFP advisors in Mount Laurel →- Joseph R. AbbruzziLPL Financial LLC
- Timothy R. AckermanAe Wealth Management, LLC
- Mark C. AndersonAmeriprise Financial Services, LLC
- Janee S. AndrewsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony J. ArotMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cynthia O. AstorgaMorgan Stanley
- Michael BalkeyMorgan Stanley
- Gianna BannachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patricia A. BarnesMorgan Stanley
- Kevin R. BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Natalja BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian P. BaskinRaymond James & Associates, Inc.
- Elizabeth K. BassettMorgan Stanley
- Christopher M. BastosAmeriprise Financial Services, LLC
- Barbara J. BauerValic Financial Advisors, Inc.
- Mary J. BeckettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward P. BellMorgan Stanley
- Shawn M. BensonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisa D. BergmanRaymond James & Associates, Inc.
- Matthew BichefskyMorgan Stanley
- Andrew J. BoostromMorgan Stanley
- Gilbert BovellMorgan Stanley
- Craig A. BoyerValic Financial Advisors, Inc.
- Adam E. BracyRaymond James & Associates, Inc.
- Connor F. BradyMorgan Stanley
- Steven G. BrettlerGladstone Wealth Partners
- Jeffrey D. BrowneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas BrowneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kashyap BulsaraState Farm Investment Management Corp.
- Dante R. CambriaMorgan Stanley
- Wayne CampbellLPL Financial LLC
- Christopher J. CanalRBC Capital Markets, LLC · Certified Financial Planner
- Christine M. CaporaleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas D. CarrionTd Private Client Wealth LLC
- Christopher J. CarrozzaEquitable Advisors, LLC
- Sam M. CeniccolaRBC Capital Markets, LLC · Certified Financial Planner
- Rachel S. CharlesMorgan Stanley
- Erin J. ClarkTruist Advisory Services, Inc.
- Steven J. CohenMorgan Stanley
- Michael A. ColacciMorgan Stanley
- Timothy D. CollinsPts Brokerage, LLC
- Stephen J. CooperTd Private Client Wealth LLC
- Hunter P. CoraggioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisa M. CorradoMorgan Stanley
- Logan CruetGladstone Wealth Partners
- Christopher T. CudeyroOsaic Wealth, Inc.
- Matthew N. D'AmicoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph N. DaversoMorgan Stanley
- Knalidi H. DaviesFirst Command Advisory Services
- Jessica C. DelucaSteward Partners Investment Advisory, LLC
- Maria DeysherValic Financial Advisors, Inc.
- George J. Di BiaseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rachael Di LunardiMorgan Stanley
- Bianca P. DifrancoEagle Strategies LLC
- Daniel DrabkinValic Financial Advisors, Inc.
- Joseph P. DugaryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph K. Dunn IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven P. DurdinEncompass More Asset Management LLC
- Joseph F. DursoMorgan Stanley
- Grady J. EdwardsValic Financial Advisors, Inc.
- Daniel M. EllertMorgan Stanley
- Adam T. EloverLPL Financial LLC · Chartered Financial Analyst
- John EngelbertValic Financial Advisors, Inc.
- Robert J. EstermanAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Mark J. EvansRBC Capital Markets, LLC
- Robert P. FalconieroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexis L. FarabaughFirst Command Advisory Services
- Joseph D. FasanoValic Financial Advisors, Inc.
- Kevin M. FeuerValic Financial Advisors, Inc.
- Candice B. FobiaMorgan Stanley
- Albert A. FoxMorgan Stanley
- Michael J. FranciscoRaymond James & Associates, Inc.
- Amanda FrankRaymond James & Associates, Inc.
- Michael D. GarofaloKnights Of Columbus Asset Advisors LLC
- Leeann GenzanoMorgan Stanley
- Jeffrey GeorgeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brendan T. GertzValic Financial Advisors, Inc.
- Akhil V. GiriBfc Planning, Inc.
- Stephen M. GishRaymond James Financial Services Advisors, Inc.
- Nicholas C. GladdenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dillon GravenstineMorgan Stanley
- Gregg W. GravenstineMorgan Stanley
- Maxwell J. GravenstineMorgan Stanley
- Amanda L. GreenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jillian M. GreeneMorgan Stanley
- Michael GreeneMorgan Stanley
- Jerome GregoryValic Financial Advisors, Inc.
- Jason M. GrossoAmeriprise Financial Services, LLC
- Eric GuggenheimAmeriprise Financial Services, LLC
- Steven C. GundersenMorgan Stanley
- Tanner C. GuynesMorgan Stanley
- John T. HaggertyFirst Command Advisory Services
- Jeffrey S. HahnPts Brokerage, LLC · Chartered Financial Consultant
- Michael H. HallidayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared C. HannahMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Justin I. HarmonTruist Advisory Services, Inc.
- Melody B. HarrisMorgan Stanley
- Shea P. HarveyFirst Command Advisory Services
- John L. HeacockValic Financial Advisors, Inc. · Chartered Financial Consultant
- Anthony HeizenrothMorgan Stanley
- James E. HoffMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John S. Holston IIILPL Financial LLC
- Danielle A. HoovenMorgan Stanley
- Yichen HuaAmeriprise Financial Services, LLC
- Lindsey HudspethMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Linnea C. IovanisciMorgan Stanley
- Joshua A. IserniaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Younger JackMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard JagodzinskiMorgan Stanley
- Jack A. JibrineMorgan Stanley
- Lucy A. JohnsonMorgan Stanley
- Russell W. JohnsonRaymond James & Associates, Inc.
- Douglas JonesMorgan Stanley · Chartered Financial Consultant
- Carly JordanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott D. JordanValic Financial Advisors, Inc.
- Stephen P. KainMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer B. KaraczunValic Financial Advisors, Inc.
- Moira A. KatchukMorgan Stanley
- Timothy M. KeeganMorgan Stanley
- John C. KellyPts Brokerage, LLC · Chartered Financial Consultant
- Jesse T. KovacsPts Brokerage, LLC
- Michael A. KramleyMorgan Stanley
- Kyle L. KranzleyLPL Financial LLC
- Robert C. KuMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey M. LagemanTd Private Client Wealth LLC
- Kyle M. LahartMorgan Stanley
- Wilford H. Lawrence IVMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen D. LeightmanRBC Capital Markets, LLC
- Andrew N. LeitheOsaic Wealth, Inc. · Certified Financial Planner
- Andrew J. LesserEagle Strategies LLC
- Daniel E. Lex IIIValic Financial Advisors, Inc.
- Lawrence H. LiebmanMorgan Stanley
- Jacqueline M. LipskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric R. ListickLPL Financial LLC
- Gregory P. LofgrenMorgan Stanley · Certified Financial Planner
- Monica C. LupinettiLPL Financial LLC
- David L. MackMorgan Stanley
- Christian A. MaischMaisch Financial Partners, LLC
- Richard C. MalesichPts Brokerage, LLC
- Clark C. ManganRBC Capital Markets, LLC
- Amanda ManuolaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard B. MarateaMorgan Stanley
- George D. MarateoMorgan Stanley
- Salvatore F. Marcello Jr.Pts Brokerage, LLC
- Alyssa Marino-KincelStrategic Advisers LLC
- Garrett MayhartValic Financial Advisors, Inc.
- Stephanie M. MazzoMorgan Stanley
- Cody J. McBrideOsaic Wealth, Inc.
- Joseph K. McBrideOsaic Wealth, Inc. · Certified Financial Planner
- Madelyn P. McMahonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rashan I. McRaeFirst Command Advisory Services
- Phineas D. MeadeMorgan Stanley
- Jennifer G. MicaleMorgan Stanley
- Winnie MouAmeriprise Financial Services, LLC
- Corey MulhollandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Francis J. Murphy IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph M. MuzianiMorgan Stanley
- Jennifer L. MyersMorgan Stanley
- Joseph S. MyersCalton & Associates, Inc.
- Marc H. NammMorgan Stanley
- Scott M. NashMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James G. NocitoAmeriprise Financial Services, LLC
- Joseph S. NorrisPrivate Advisor Group, LLC
- Stephen C. O'NeilMorgan Stanley
- Thomas C. O'Neill Sr.Steward Partners Investment Advisory, LLC
- Erik V. OpczynskiMorgan Stanley
- Michael P. OrihelLPL Financial LLC
- Michael C. PaccioneValic Financial Advisors, Inc.
- Jen J. ParsonsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey J. PawlikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Langston C. PayneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward M. PenberthyMorgan Stanley
- Francis T. PerezMorgan Stanley
- Joseph M. PersianoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dante PinckneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bryan M. PitmanMorgan Stanley
- Henry G. Pizoli Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Max PragerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David N. PrattMorgan Stanley · Certified Financial Planner
- Charles W. Price IIILPL Financial LLC
- Tara C. PrindibleValic Financial Advisors, Inc.
- Christopher J. PuscianRaymond James & Associates, Inc.
- Michael D. RasnerMorgan Stanley
- Craig L. RedcayRBC Capital Markets, LLC
- Tara M. ReigelMorgan Stanley
- Joel ReitzesMorgan Stanley
- Morris C. RichLPL Financial LLC
- Jasmine E. RichardsonRBC Capital Markets, LLC
- William N. RivelRaymond James & Associates, Inc.
- Mitchell T. RoseCitizens Securities, Inc.
- Kody S. RossMorgan Stanley
- Lauren RossiStrategic Advisers LLC
- Peter M. SabiaMorgan Stanley
- William M. SabiaMorgan Stanley
- William SabiaMorgan Stanley
- Manuel Santiago IIIEagle Strategies LLC
- Matthew J. SantilloAmeriprise Financial Services, LLC
- Nicholas SantoroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brad W. SchankPts Brokerage, LLC
- Jeremy J. SchankPts Brokerage, LLC
- Carly E. SchiavoneMorgan Stanley
- Robert F. SchimeneckValic Financial Advisors, Inc.
- Stephen A. SchmidMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nancy P. SchultzRaymond James & Associates, Inc.
- Todd L. ShermanRaymond James & Associates, Inc.
- Tyler ShermanRaymond James & Associates, Inc.
- Michael T. SicilianoAmeriprise Financial Services, LLC
- Chelsea SieczkowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Edward M. SilbermanValic Financial Advisors, Inc.
- Sarah L. SilvaMorgan Stanley
- Alex SilvestroValic Financial Advisors, Inc.
- Randy C. SinnottMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael T. SlatteryMorgan Stanley
- James B. SmithLPL Financial LLC
- Tyrell R. SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ali Smith-CapparelliMorgan Stanley
- Jacob A. SnoverRaymond James & Associates, Inc.
- Tina SolorzanoMorgan Stanley
- John P. SomersRBC Capital Markets, LLC
- William C. Sorrentino Jr.Valic Financial Advisors, Inc.
- Joseph T. SpanfelnerAmeriprise Financial Services, LLC
- Tesora L. SpeccaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher SpitalettoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven M. SpringerMorgan Stanley
- Emily S. SpychValic Financial Advisors, Inc.
- William P. St.clairProsperity - An Eisneramper Company
- Eric J. StephenRBC Capital Markets, LLC
- Aileen T. TakioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Janine M. TankerMorgan Stanley
- Victor A. TedescoStrategic Financial · Chartered Financial Consultant
- Keith R. ThibodeauFirst Command Advisory Services
- Antony K. ThomasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Molly C. ThompsonCaptrust
- Paul A. TropeaRBC Capital Markets, LLC · Certified Financial Planner
- Marie TurinoValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph R. UdineMorgan Stanley
- Richard D. UdineMorgan Stanley
- Ryan M. UdineMorgan Stanley
- John H. VassosVassos Investments, LLC
- Richard J. VassosVassos Investments, LLC
- George J. VellaringattuValic Financial Advisors, Inc.
- Alexander J. VicenteMorgan Stanley
- Harry VirunurmLPL Financial LLC
- Jay A. WeinbergLPL Financial LLC
- Christopher M. WentLPL Financial LLC
- Michael P. WilkensValic Financial Advisors, Inc.
- Sara N. WilsonFirst Command Advisory Services
- Tyreek C. WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Avery M. WissmarMorgan Stanley
- Eileen M. WoodTruist Advisory Services, Inc. · Certified Financial Planner
- Brett A. YoungValic Financial Advisors, Inc.
- Nasser ZaermohammadiTd Private Client Wealth LLC · Chartered Financial Consultant
- Christopher R. ZappyMorgan Stanley
- Alfred ZarroliAmeriprise Financial Services, LLC · Certified Financial Planner
- Leslie H. ZeifmanMorgan Stanley
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 279Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114Chatham 111
Questions
How many financial advisors are in Mount Laurel, NJ?
255 investment adviser representatives are registered at firm offices in Mount Laurel, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 246 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Mount Laurel?
Morgan Stanley, with 78 registered advisors in Mount Laurel, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 52.
How do I check a financial advisor in Mount Laurel?
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.