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4 advisors near New York, NY
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Corey F
Series 66
North Caldwell, NJ
NobleBridge Wealth
Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.
Amos W
CFP®, CFA®
North Caldwell, NJ
NobleBridge Wealth
Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.
Nicola W
Series 63, Series 65, Series 66
North Caldwell, NJ
NobleBridge Wealth
Nicola Walter is a financial advisor at NobleBridge Wealth with over 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has held roles at firms including Jefferies LLC and Fort Ghent Brokerage, LLC. In addition to his advisory work, he is involved in independent film production as COO and managing member of M.Y.R.A. Entertainment LLC and serves as CEO of Nicola Walter Design & Decor, Inc., an interior design firm. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a strategic core allocation with active overlays and uses both quantitative and qualitative manager selection, offering model-driven tools and sector-specific strategies across multiple offices.
Martin H
Series 63, Series 66
North Caldwell, NJ
NobleBridge Wealth
Martin Herrmann is a financial advisor at NobleBridge Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including The Cash Edge, where he serves as President overseeing mergers and acquisitions of advisors, Millington Securities, Hanlon Investment Management, Northern Lights Distributors, and FSC Securities Corporation. He dedicates a small portion of his time to prospecting advisors for mergers and acquisitions outside of securities trading hours. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm uses a combination of strategic core allocation, active tactical overlays, and model-driven tools, with a focus on both quantitative and qualitative manager selection.
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4 advisors near New York, NY
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