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Carl John Boomhower

Advisor at Raymond James Financial — Wayne, NJ

Updated today

Credentials

CFP®, ChFC®, Series 66, Series 63

Experience

9 years

Location

Wayne, NJ 07470

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,485

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Carl Boomhower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® and ChFC® designations and carrying nine years of industry experience. He has worked previously with Bank of America, Merrill Lynch, and Northwestern Mutual. Outside of advisory work, he serves as a board member and finance committee member for Oasis - A Haven for Women and Children, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals across a large advisor network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Wayne, NJ

502 Valley Road, Suite 102

Wayne NJ 07470

Advisors at this office

3

Most active in

New Jersey · Texas

Work history

9 years of industry experience

Raymond James Financial Services Advisors, Inc.

2020 - Present • 6 years

Wayne, NJ

Raymond James Financial Services, Inc.

2020 - Present • 6 years

Wayne, NJ

BANK of AMERICA, N.A.

2018 - 2020 • 2 years

Montclair, NJ

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2017 - 2020 • 3 years

Montclair, NJ

Northwestern Mutual Wealth Management Company

2017 - 2017 • 1 year

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2016 - 2017 • 1 year

Paramus, NJ

Northwestern Mutual Life Insurance Company

2016 - 2017 • 1 year

Milwaukee, WI

Montclair State University

2013 - 2017 • 4 years

Montclair, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent advisory firm, with one year of industry experience. He holds the Series 65 designation and has a background that includes roles at Betterment and involvement in various startup ventures. Eslami also develops automated trading strategies for US futures markets and is a founding engineer at Warmer, which creates AI-powered software to enhance financial advisor workflows. Eslami & Co. Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning. The firm combines passive and active quantitative approaches, offering sub-advisory and tax-aware overlay programs that include specialized strategies such as global futures trend-following and merger arbitrage.

Tax-loss harvesting Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations
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Brian A

Series 7, Series 66

Parsippany, NJ

Comprehensive Wealth Services, LLC

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Passive / index investing Retirement income strategy Social Security optimization General tax planning Active portfolio management Founder/Business Owner
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Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Michael C

Series 63, Series 65

New York, NY

Stirlingshire Investments

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities HENRY (High Earners, Not Rich Yet) Established Professionals Retired Approaching retirement Mid-Career Professionals
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