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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Roseland, NJ

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

42 registered advisors work in Roseland; the most are at Tiaa-Cref Individual & Institutional Services, LLC (11). 0 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Roseland

FirmAdvisors in Roseland
Tiaa-Cref Individual & Institutional Services, LLC11
Beacon Pointe Advisors, LLC news5
Diversified Planning Strategies Advisors LLC4
Equity Services, Inc.4
Kensington Financial Advisors LLC2
Access Wealth1
Alliance Wealth Management Group, LLC1
Allstate Financial Advisors, LLC1
Citigroup Global Markets Inc. news1
Empowered Retirement, Inc.1
Grand Ridge Capital, LLC1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
LPL Financial LLC news1
Legacy Edge Advisors1
MML Investors Services, LLC1
Mariner news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Osaic Wealth, Inc. news1
Wealthspire Institutional, LLC news1

Advisors in Roseland, A to Z

Search all of New Jersey →

Other cities in New Jersey

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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 Roseland, NJ?

42 investment adviser representatives are registered at firm offices in Roseland, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Roseland?

Tiaa-Cref Individual & Institutional Services, LLC, with 11 registered advisors in Roseland, followed by Beacon Pointe Advisors, LLC with 5.

How do I check a financial advisor in Roseland?

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.