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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pennsauken, NJ

Every SEC-registered investment adviser representative at a firm office in Pennsauken, with the firms that employ the most of them.

The short answer

2 registered advisors work in Pennsauken; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Pennsauken

FirmAdvisors in Pennsauken
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Pennsylvania Capital Management Inc.1

Advisors in Pennsauken, A to Z

CFP advisors in Pennsauken →
  • Andrew M. RandisiPennsylvania Capital Management Inc. · Certified Financial Planner
  • Jeffrey WallMerrill Lynch, Pierce, Fenner & Smith Incorporated

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 Pennsauken, NJ?

2 investment adviser representatives are registered at firm offices in Pennsauken, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Pennsauken?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 1 registered advisors in Pennsauken, followed by Pennsylvania Capital Management Inc. with 1.

How do I check a financial advisor in Pennsauken?

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.