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Michael R

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Michael Rasmussen is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2020. His prior experience includes roles at FinPro, Inc. and Ambassador Financial Group, Inc. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a variety of programs that combine fundamental and technical analysis with discretionary and non-discretionary management across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Patrick W

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Patrick Walsh is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1997. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis across a range of asset classes and strategies.

Wealth management Active portfolio management Options & derivatives strategies
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Lauren F

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Lauren Frahn is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Hennion & Walsh since 2002. Outside of her advisory role, she is the owner of LCF Management LLC and has published a health and wellness book. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as plan sponsors. The firm offers a range of programs including wrap-fee portfolio management and personalized UMA programs, employing both fundamental and technical analysis across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Matthew W

Series 63, Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Matthew Wolcott is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2019 before joining Hennion & Walsh in 2019. He holds the Series 63 and Series 66 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers both discretionary and non-discretionary management using a variety of investment strategies across multiple asset classes and provides financial planning services at no cost upon request.

Wealth management Active portfolio management Options & derivatives strategies
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Kevin M

Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Kevin Mahn is a financial advisor at Hennion & Walsh Asset Management, Inc. with 31 years of industry experience. He has been with Hennion & Walsh since 2004 and holds a Series 66 credential. Outside of his advisory role, Mahn serves on the Board of Directors Committee for NISCA, a nonprofit trade association in the wealth management industry, and acts as an Executive in Residence at Fairleigh Dickinson University, where he mentors MBA students and guest lectures in corporate MBA programs. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management, utilizing sub-account managers and model allocations under advisor oversight.

Wealth management Active portfolio management Options & derivatives strategies
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Eric H

Series 63, Series 66, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Eric Hurrie is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He previously worked for Instinet, LLC for 12 years before joining Hennion & Walsh in 2024. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients, employing a combination of fundamental and technical analysis with a range of investment strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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John W

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Wealth management Active portfolio management Options & derivatives strategies
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Mamode O

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Stephen M

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Stephen Mensah Jr is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management, utilizing fundamental and technical analysis with a range of strategies across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Steven F

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Wealth management Active portfolio management Options & derivatives strategies
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Robert I

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Outside of his advisory role, he is a member of an LLC that owns a retail women's clothing store operated by his wife. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management strategies across multiple asset classes and offers various programs including wrap-fee portfolio management and personalized UMA programs.

Wealth management Active portfolio management Options & derivatives strategies
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Michael S

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Frank I

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Frank Imbriaco is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. He has been with Hennion & Walsh since 2005. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management across multiple asset classes and strategies.

Wealth management Active portfolio management Options & derivatives strategies
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Steven F

Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has been with Hennion & Walsh since 2026. Prior to joining the firm, he held various positions outside the financial industry, including roles at Paradise Grills and The Screen Depot. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management, with additional services including financial planning and supervisory services to unit investment trusts.

Wealth management Active portfolio management Options & derivatives strategies
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John T

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

John Tsoukalas is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and also has a long-standing role at Kean University since 1999. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a variety of programs including wrap-fee portfolio management and personalized UMA, using both fundamental and technical analysis across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Kyle J

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Kyle Joyce is a financial advisor at Hennion & Walsh Asset Management, Inc. with 15 years of industry experience. He has been with Hennion & Walsh since 2011 and holds the Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a variety of investment strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Thomas P

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Thomas Perkins is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hennion & Walsh since 2011. Hennion & Walsh provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Joshua E

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Joshua Edwards is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a variety of strategies across multiple asset classes and offers both discretionary and non-discretionary management through programs such as wrap-fee portfolios and personalized UMA programs.

Wealth management Active portfolio management Options & derivatives strategies
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Devon G

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Devon Graham is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Hennion & Walsh since 2014. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs utilizing both discretionary and non-discretionary management, applying fundamental and technical analysis across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Dominick M

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Dominick Maio is a financial advisor with Hennion & Walsh Asset Management, Inc. based in Parsippany, NJ, holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Hennion & Walsh, he worked in various roles including at Ballyowen Golf Course as a golf cart attendant. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Wealth management Active portfolio management Options & derivatives strategies
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