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Ronald Andrew Nagy

Advisor at LPL Financial — Somerset, NJ Davidson Ave 2nd Flr 200 X

Updated today

Credentials

Series 66

Experience

21 years

Location

Somerset, NJ 08873

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Ronald Nagy is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and various advisory platforms supported by research and technology tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Somerset, NJ Davidson Ave 2nd Flr 200 X

220 Davidson Ave 2nd Flr 200 X

Somerset NJ 08873

Advisors at this office

2

Most active in

New Jersey

Work history

21 years of industry experience

LPL Financial LLC

2024 - Present • 2 years

Somerset, NJ

Wells Fargo Clearing

2016 - 2024 • 8 years

Summt, NJ

Merrill

2009 - 2013 • 4 years

NJ

Banc Of America Investment Services, Inc.

2006 - 2009 • 3 years

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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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Kyle M

Series 63, Series 65, Series 7

Woodbridge, NJ

Equitable Advisors

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Medicare planning Roth conversion strategy Life insurance needs analysis Founder/Business Owner Retired Executive Biotech Professional Union Employee Approaching retirement Baby Boomers (Born 1946-1964) HENRY (High Earners, Not Rich Yet) Behavioral coaching / decision support Career Changers
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal of WRIGHT Investment Partners LLC and holds a Series 65 designation with nine years of industry experience. He has led Wright Investment Partners since 2016. Outside of advisory work, he is involved as a principal in a business that owns a small class C office building. Wright Investment Partners LLC provides portfolio management services to individual and high-net-worth clients, typically operating under discretionary authority. The firm uses a blend of fundamental and quantitative analysis to guide investment decisions, focusing on equities and diversified through mutual funds, fixed-income securities, ETFs, annuities, and non-U.S. securities.

Annuities
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Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 licenses. His prior work history includes roles at LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, MassMutual Investors Services, and UBS Financial Services, among others. Aliya Financial is an independent investment adviser that provides investment management and integrated financial planning to individuals, families, trusts, estates, and small business owners. The firm employs a combination of quantitative and qualitative analysis and offers both traditional diversified portfolios and options-based income strategies, delivering advice and financial planning together under an asset-based advisory relationship.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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