Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Succasunna, NJ
Every SEC-registered investment adviser representative at a firm office in Succasunna, with the firms that employ the most of them.
The short answer
18 registered advisors work in Succasunna; the most are at Stifel, Nicolaus & Company, Incorporated (9). 5 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Succasunna
Advisors in Succasunna, A to Z
CFP advisors in Succasunna →- Daniel A. BolioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph D. BonadeoEdward Jones
- Scott A. BuchananStifel, Nicolaus & Company, Incorporated
- Ted M. DavisStifel, Nicolaus & Company, Incorporated
- James J. FerrieStifel, Nicolaus & Company, Incorporated
- Thomas GrantPrivate Advisor Group, LLC · Certified Financial Planner
- Alan S. MecklerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William C. MoynihanStifel, Nicolaus & Company, Incorporated
- Michael S. PettWells Fargo Clearing Services, LLC
- Jan F. SedlacekOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael J. StaufenbergerStifel, Nicolaus & Company, Incorporated
- Michael C. StaufenbergerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Rouba StaufenbergerStifel, Nicolaus & Company, Incorporated
- Shawn R. TigheLPL Financial LLC · Certified Financial Planner
- Harold P. UszerowiczStifel, Nicolaus & Company, Incorporated
- Martin B. WelzmullerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David O. WrightLPL Financial LLC
- Meredith E. WrightLPL Financial 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 Succasunna, NJ?
18 investment adviser representatives are registered at firm offices in Succasunna, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Succasunna?
Stifel, Nicolaus & Company, Incorporated, with 9 registered advisors in Succasunna, followed by LPL Financial LLC with 3.
How do I check a financial advisor in Succasunna?
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.