Financial ADVSR advisor directory · SEC adviser records
Financial advisors in South Orange, NJ
Every SEC-registered investment adviser representative at a firm office in South Orange, with the firms that employ the most of them.
14 registered advisors work in South Orange; the most are at Cetera Investment Advisers LLC (2). 3 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in South Orange
| Firm | Advisors in South Orange |
|---|---|
| Cetera Investment Advisers LLC news | 2 |
| Dgm Asset Management, L.L.C. | 2 |
| Esd Advisory Services Inc. | 1 |
| Hb Wealth | 1 |
| Indfin LLC | 1 |
| J.P. Morgan Securities LLC news | 1 |
| LPL Enterprise, LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
| Newstead Capital Management | 1 |
| PNC Wealth Management LLC | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in South Orange, A to Z
CFP advisors in South Orange →- Anthony V. ApostolicoDgm Asset Management, L.L.C.
- Thomas B. CapolaDgm Asset Management, L.L.C.
- Nelson J. CoutoCetera Investment Advisers LLC · Certified Financial Planner
- Anthony Defranco Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Aderonke O. Desalu-DottinMorgan Stanley
- Edward S. Dove IIIEsd Advisory Services Inc.
- Matthew T. EpsteinNewstead Capital Management · Chartered Financial Analyst
- Neil E. GrossmanIndfin LLC · Certified Financial Planner
- Zanetta D. Harris-GloverState Farm Investment Management Corp. · Chartered Financial Consultant
- Gina Martin AdamsHb Wealth · Chartered Financial Analyst
- Joshua MyvetteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sawyer SwansonJ.P. Morgan Securities LLC
- William D. VarnasPNC Wealth Management LLC
- Abraham J. ZellmanLPL Enterprise, 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 South Orange, NJ?
14 investment adviser representatives are registered at firm offices in South Orange, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in South Orange?
Cetera Investment Advisers LLC, with 2 registered advisors in South Orange, followed by Dgm Asset Management, L.L.C. with 2.
How do I check a financial advisor in South Orange?
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.