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Sean L

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh 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 offers a variety of programs, including wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Stephanie R

Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Stephanie Roche is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients.

Wealth management Active portfolio management Options & derivatives strategies
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James B

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

James Buchanan is a financial advisor at Hennion & Walsh Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2018. Prior to his advisory role, he was employed at McArthur Golf Club and the PGA Tour. 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 a range of asset classes and offers several managed account programs alongside supervisory and consulting services.

Wealth management Active portfolio management Options & derivatives strategies
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Eoin M

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Eoin Monahan is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Hennion & Walsh since 2006. 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 including wrap-fee portfolio management, personalized UMA programs, and managed accounts, employing both fundamental and technical analysis across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Ryan S

Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. 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 various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

Wealth management Active portfolio management Options & derivatives strategies
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James F

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

James Freda is an advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has been with Hennion & Walsh since 2023. 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 about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across various asset classes and program structures.

Wealth management Active portfolio management Options & derivatives strategies
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Gregg H

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. 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 featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Allen F

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Allen Fassett is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Fassett has been with Hennion & Walsh since 1990. 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 strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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James P

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

James Pruskowski is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has extensive industry experience, including 29 years at BlackRock. Prior to joining Hennion & Walsh in 2026, he worked at 16th Amendment Advisors for two years. 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 approximately $768.8 million for over 1,000 clients.

Wealth management Active portfolio management Options & derivatives strategies
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Steven C

Series 66

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Steven Cook is an advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has recently entered the financial industry. Prior to joining Hennion & Walsh, he worked at LPL Enterprise LLC and has an academic background from the University of Alabama. 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 and offers multiple program structures, managing 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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Zachary A

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Zachary Armstrong is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds Series 63 and Series 65 designations and has 14 years of industry experience, all with Hennion & Walsh since 2012. Hennion & Walsh 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 using a variety of program structures and combines fundamental and technical analysis with multiple investment strategies across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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David D

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

David Darcangelo is a financial advisor at Hennion & Walsh Asset Management, Inc. with 44 years of industry experience. He has been with Hennion & Walsh since 2005 and previously worked at RBC Capital Markets from 2002 to 2005. He holds the Series 63 and Series 65 designations. 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 about 1,087 clients using a variety of program structures and combines fundamental and technical analysis across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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William W

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

William Wainwright is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 registrations and has 17 years of industry experience. He has been with Hennion & Walsh since 2008. 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 including wrap-fee portfolio management, personalized UMA, and managed accounts, using both discretionary and non-discretionary strategies across multiple asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Christopher M

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Christopher Mastrangelo is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. Hennion & Walsh 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 using a combination of fundamental and technical analysis across various asset classes and program structures.

Wealth management Active portfolio management Options & derivatives strategies
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Zachary W

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Zachary Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2013. 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 managed account programs and applies both fundamental and technical analysis across multiple asset classes using various investment strategies.

Wealth management Active portfolio management Options & derivatives strategies
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Christo T

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held positions at several firms, including PFS Investment Sinc, Primerica Financial Services, Ameriprise Financial Services, and Avantax Advisory Services. 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 variety of investment strategies across multiple asset classes, serving over 1,000 clients through a team of 73 advisors.

Wealth management Active portfolio management Options & derivatives strategies
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Cal S

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Cal Smith is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios L.P. and Advisors Asset Management, Inc. prior to joining Hennion & Walsh in 2018. 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 through various programs, including wrap-fee and personalized UMA programs.

Wealth management Active portfolio management Options & derivatives strategies
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Brian R

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Brian Rieman is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and 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 range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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Joseph R

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Joseph Rodriguez is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience, all with his current firm since 1998. Hennion & Walsh 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 various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Wealth management Active portfolio management Options & derivatives strategies
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Thomas H

Series 63, Series 65

Parsippany, NJ

Hennion & Walsh Asset Management, Inc.

Thomas Harrison is a financial advisor at Hennion & Walsh Asset Management, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hennion & Walsh since 2015. 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 across various program structures, employing both fundamental and technical analysis with long-term, short-term, and trading strategies across a range of asset classes.

Wealth management Active portfolio management Options & derivatives strategies
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