Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Rumson, NJ
Every SEC-registered investment adviser representative at a firm office in Rumson, with the firms that employ the most of them.
The short answer
16 registered advisors work in Rumson; the most are at Bcs Private Wealth Management (4). 4 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Rumson
Advisors in Rumson, A to Z
CFP advisors in Rumson →- David R. BailinCio Capital Group LLC
- Christopher P. BernardBcs Private Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- John A. CaroliBcs Private Wealth Management · Certified Financial Planner
- Kaveeta R. DerosaSgkd Advisory Services LLC
- Richard D. DonovanMorgan Stanley
- Lynn L. ElliottMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey D. HopperNeuberger Berman Bd LLC
- Edward J. Hughes IVGoldman Sachs Wealth Services, L.P.
- James R. MagazinerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James P. O'MealiaBcs Private Wealth Management
- Joseph J. Oakes IVOsaic Wealth, Inc.
- Marilyn PozzutoStrategic Advisers LLC · Certified Financial Planner
- Danon A. RobinsonPine Valley Investments
- David B. SchiffBcs Private Wealth Management
- Tara G. ShulmanCompound Planning, Inc.
- Jeffrey R. VogelWells Fargo Clearing Services, LLC
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 Rumson, NJ?
16 investment adviser representatives are registered at firm offices in Rumson, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Rumson?
Bcs Private Wealth Management, with 4 registered advisors in Rumson, followed by Osaic Wealth, Inc. with 2.
How do I check a financial advisor in Rumson?
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.