Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Verona, NJ
Every SEC-registered investment adviser representative at a firm office in Verona, with the firms that employ the most of them.
18 registered advisors work in Verona; the most are at Makrod Investment Associates Inc. (4). 4 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Verona
| Firm | Advisors in Verona |
|---|---|
| Makrod Investment Associates Inc. | 4 |
| Equitable Advisors, LLC news | 2 |
| Locker Financial Services, LLC | 2 |
| Visconti & Associates, A Financial Services LLC | 2 |
| Capital Client Group, Inc. | 1 |
| Citigroup Global Markets Inc. news | 1 |
| LPL Enterprise, LLC news | 1 |
| Main Street Financial Solutions, LLC | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Packerland Brokerage Services, Inc. | 1 |
| Preakness Retirement Advisors, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Verona, A to Z
CFP advisors in Verona →- Salim J. Balady Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Richard S. Beam Jr.Packerland Brokerage Services, Inc.
- Andrew ChanLocker Financial Services, LLC · Certified Financial Planner
- Kaitlyn CigoliniMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Angelo CirinelliVisconti & Associates, A Financial Services LLC
- Martin J. Costello Jr.Preakness Retirement Advisors, LLC
- Jacqueline FlyerCitigroup Global Markets Inc.
- Kristopher GrossmanEquitable Advisors, LLC
- Lauren LockerLocker Financial Services, LLC · Certified Financial Planner
- Jamahl L. MahmoodMain Street Financial Solutions, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher D. MooreCapital Client Group, Inc. · Certified Financial Planner
- John T. O'DonnellMakrod Investment Associates Inc.
- Kathryn R. O'DonnellMakrod Investment Associates Inc.
- John P. PeracchioEquitable Advisors, LLC
- Robert P. PetrocineLPL Enterprise, LLC
- Benedict A. SchlatterMakrod Investment Associates Inc.
- Gregory M. ViscontiVisconti & Associates, A Financial Services LLC
- Ernest J. Volkmann Jr.Makrod Investment Associates Inc.
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 Verona, NJ?
18 investment adviser representatives are registered at firm offices in Verona, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Verona?
Makrod Investment Associates Inc., with 4 registered advisors in Verona, followed by Equitable Advisors, LLC with 2.
How do I check a financial advisor in Verona?
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.