Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Union, NJ
Every SEC-registered investment adviser representative at a firm office in Union, with the firms that employ the most of them.
The short answer
19 registered advisors work in Union; the most are at Pfs Investments Inc. (7). 3 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Union
Advisors in Union, A to Z
CFP advisors in Union →- Nathalie AlfredStrategic Advisers LLC
- Sunsierre N. AtkinsonTeam Financial Planning · Certified Financial Planner
- Anthony M. CalabreseLPL Financial LLC · Certified Financial Planner
- Luis R. DacostaLPL Financial LLC · Certified Financial Planner
- David J. DouglasPfs Investments Inc.
- Michael P. FaughnanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Reuel FieldPfs Investments Inc.
- Kevin M. GreenePfs Investments Inc.
- Virginia Guanco-VillanuevaPfs Investments Inc.
- Simone B. IbarrondoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derly JeanPfs Investments Inc.
- Gyssel Materon ArboledaSantander Securities LLC
- Brent R. McCollinErnst & Young Investment Advisers LLP
- Jonelle C. McEachernPfs Investments Inc.
- Adam I. NunezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark PitaMML Investors Services, LLC
- Jelani PtahCetera Investment Advisers LLC
- Michael V. StiglianoTd Private Client Wealth LLC
- John WesleyPfs Investments Inc.
Other cities in New Jersey
All of New Jersey →Morristown 1,113Princeton 834Paramus 731Red Bank 701Weehawken 606Florham Park 578Pennington 573Summit 464Jersey City 454Marlton 371Parsippany 315Short Hills 279Mount Laurel 263Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114
Questions
How many financial advisors are in Union, NJ?
19 investment adviser representatives are registered at firm offices in Union, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Union?
Pfs Investments Inc., with 7 registered advisors in Union, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 3.
How do I check a financial advisor in Union?
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.