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Financial ADVSR advisor directory · SEC adviser records

Smallwood Wealth Management financial advisors in Red Bank, NJ

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

The short answer

5 registered advisors work at Smallwood Wealth Management in Red Bank, out of 5 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Smallwood Wealth Management advisors in Red Bank, A to Z

Every Smallwood Wealth Management advisor →

Smallwood Wealth Management advisors in every city and state →Smallwood Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Red Bank

All Red Bank advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 106Morgan Stanley 81Wells Fargo Clearing Services, LLC 45UBS Financial Services Inc. 42Ameriprise Financial Services, LLC 32Wells Fargo Advisors Financial Network, LLC 32Equity Services, Inc. 29Garden State Investment Advisory Services, LLC 29LPL Financial LLC 26Alexander Capital Wealth Management LLC 20RBC Capital Markets, LLC 17Charles Schwab & Co., Inc. 16

Questions

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

5 investment adviser representatives are registered at Smallwood Wealth Management offices in Red Bank, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

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

Smallwood Wealth Management ranks number 24 in Red Bank by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 106.

How do I check a Smallwood Wealth Management 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 Smallwood Wealth Management 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.