Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Old Tappan, NJ
Every SEC-registered investment adviser representative at a firm office in Old Tappan, with the firms that employ the most of them.
13 registered advisors work in Old Tappan; the most are at Osaic Wealth, Inc. (6). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Old Tappan
Advisors in Old Tappan, A to Z
Search all of New Jersey →- David H. BorerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert J. CappadonaOsaic Wealth, Inc.
- Hui W. ChenLPL Enterprise, LLC
- Christopher J. DespositoMichael J. Porro & Co. Financial Advisors, Inc.
- Joseph E. FahertyOsaic Wealth, Inc.
- Bryan S. HwangStrategic Advisers LLC · Certified Financial Planner
- Roy J. MastrangeloOsaic Wealth, Inc.
- Gary B. MillerLPL Financial LLC
- Michael Nigris Jr.Osaic Wealth, Inc.
- Dale PerezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. PorroMichael J. Porro & Co. Financial Advisors, Inc. · Certified Financial Planner
- Thomas J. SantucciOsaic Wealth, Inc.
- William J. SenzerOsaic Wealth, Inc.
Other cities in New Jersey
All of New Jersey →Morristown 1,174Princeton 891Paramus 772Red Bank 742Weehawken 631Florham Park 612Pennington 596Summit 488Jersey City 480Marlton 401Parsippany 337Short Hills 296Mount Laurel 283Warren 187Bedminster 176Fairfield 159Cherry Hill 156Wall 156Bridgewater 145Iselin 142Shrewsbury 136Holmdel 131Toms River 125Wayne 122
Questions
How many financial advisors are in Old Tappan, NJ?
13 investment adviser representatives are registered at firm offices in Old Tappan, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Old Tappan?
Osaic Wealth, Inc., with 6 registered advisors in Old Tappan, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Old Tappan?
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.