Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Plainsboro, NJ
Every SEC-registered investment adviser representative at a firm office in Plainsboro, with the firms that employ the most of them.
10 registered advisors work in Plainsboro; the most are at Omni 360 Wealth, Inc. (2). 3 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Plainsboro
| Firm | Advisors in Plainsboro |
|---|---|
| Omni 360 Wealth, Inc. | 2 |
| Pfs Investments Inc. | 2 |
| Basalt Wealth Inc. | 1 |
| Edward Jones news | 1 |
| Equitable Advisors, LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Nextgen Wealth Counselors Limited Liability Company | 1 |
| Snc Wealth Management LLC | 1 |
Advisors in Plainsboro, A to Z
CFP advisors in Plainsboro →- Linda J. FarinolaOmni 360 Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joseph T. Francis Jr.Pfs Investments Inc.
- Matthew L. JavoisPfs Investments Inc.
- Ronald E. McIntireOmni 360 Wealth, Inc.
- James R. Mekovetz Jr.Edward Jones · Certified Financial Planner
- Felix A. MenezesEquitable Advisors, LLC
- Keka RathNextgen Wealth Counselors Limited Liability Company · Certified Financial Planner
- Nitin D. ShahMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Abdulaziz ShroffSnc Wealth Management LLC
- Chi TangBasalt Wealth Inc.
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 Plainsboro, NJ?
10 investment adviser representatives are registered at firm offices in Plainsboro, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Plainsboro?
Omni 360 Wealth, Inc., with 2 registered advisors in Plainsboro, followed by Pfs Investments Inc. with 2.
How do I check a financial advisor in Plainsboro?
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.