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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Epic Wealth Management LLC financial advisors in Red Bank, NJ

Every SEC-registered investment adviser representative at a Epic Wealth Management LLC office in Red Bank, A to Z.

The short answer

4 registered advisors work at Epic Wealth Management LLC in Red Bank, out of 5 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Epic Wealth Management LLC advisors in Red Bank, A to Z

Every Epic Wealth Management LLC advisor →

Epic Wealth Management LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Epic Wealth Management LLC advisors in other cities

Ramsey, NJ 1

Other firms in Red Bank

All Red Bank advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 109Morgan Stanley 86Wells Fargo Clearing Services, LLC 63UBS Financial Services Inc. 42Ameriprise Financial Services, LLC 33Equity Services, Inc. 30Garden State Investment Advisory Services, LLC 29LPL Financial LLC 26Wells Fargo Advisors Financial Network, LLC 26Alexander Capital Wealth Management LLC 20Charles Schwab & Co., Inc. 17RBC Capital Markets, LLC 15

Questions

How many financial advisors does Epic Wealth Management LLC have in Red Bank?

4 investment adviser representatives are registered at Epic Wealth Management LLC offices in Red Bank, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Epic Wealth Management LLC one of the largest advisor employers in Red Bank?

Epic Wealth Management LLC ranks number 27 in Red Bank by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 109.

How do I check a Epic Wealth Management LLC advisor in Red Bank?

Each advisor below links to a profile with their registrations, exams, designations 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 Epic Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.