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1,555 advisors near
07750
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Out of 400,000+ nationwide
James G
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
James Glass is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Santander Securities, Merrill, and Bank of America. He is also involved with Integrated Financial Concepts LLC/National Life Insurance Co. as a broker agent for insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading and specialized instruments.
Michael K
Series 63, Series 65
Holmdel, NJ
Empower Advisory Group
Michael Koutsoudakis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Paulson Investment Advisors LLC, Paulson Investment Company, LLC, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
Dominic T
Series 63, Series 65
Howell, NJ
Kestra Advisory
Dominic Todarello is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services and Sopher Financial Group. Outside of his advisory role, he is involved in selling and servicing life and medical insurance through various affiliated insurance businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within a supervisory framework.
Meyer L
Series 66
Shrewsbury, NJ
Guardian Life
Meyer Laniado is a financial advisor at Guardian Life with eight years of industry experience and holds a Series 66 designation. He has worked primarily with Park Avenue Securities and The Guardian Life Insurance Company of America throughout his career. In addition to his advisory role, he provides fee-based consulting for business and estate planning through ValMax Consulting. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs including discretionary and non-discretionary management utilizing both in-house and third-party models.
Michael P
Series 63, Series 65, Series 66
Holmdel, NJ
Guardian Life
Michael Pandolpho is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he serves as a notary public and works as a card dealer at Casino Night events. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a variety of investment programs, combining proprietary portfolios, third-party managers, and digital advice solutions.
Justin B
Series 65, Series 63
Little Silver, NJ
Guardian Life
Justin Bennett is a financial advisor with Guardian Life in Little Silver, NJ, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009 and previously at Ferrara Financial and Northeast Planning Corporation. Bennett is involved with the BeThenDo Foundation, a family foundation that provides training for educators and coaches on CPR/AED for young children, and he also manages Graceful Equine LLC, related to equine purchases and maintenance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, pension, charitable, and corporate clients offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs including discretionary and non-discretionary models from internal and third-party managers.
Peter Z
Series 66, Series 63
Red Bank, NJ
Equity Services, inc.
Peter Zunno Jr. is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nomura Holding America, JP Morgan Chase & Co., and National Life Group. Zunno is also involved in insurance sales, including life insurance, long-term care, fixed annuities, and group insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.
Robert N
ChFC®, Series 63
Holmdel, NJ
Guardian Life
Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.
Daniel A
Series 66
Holmdel, NJ
Guardian Life
Daniel Anerella Jr. is a financial advisor with Primerica Advisors based in Holmdel, NJ. He holds the Series 66 designation and has five years of industry experience. His prior work includes positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services including lending solutions and donor-advised funds.
Christopher O
Series 63, Series 65
Red Bank, NJ
Oppenheimer
Christopher Oconnor is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.
Nino F
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
Nino Finnigan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Guardian Life Insurance Company, and Park Avenue Securities. Outside of financial advising, he works as a freelance court interpreter. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.
Arthur B
Series 63, Series 66
Holmdel, NJ
Guardian Life
Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.
Christopher H
Series 66
Red Bank, NJ
Equity Services, inc.
Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.
Christian D
Series 63, Series 65
Holmdel, NJ
Guardian Life
Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Brandon M
Series 65, Series 63
Holmdel, NJ
Guardian Life
Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.
Matthew W
Series 63, Series 65
Red Bank, NJ
Oppenheimer
Matthew Watson is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 30 years of industry experience. His career includes roles at Fulton Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing prior to joining Oppenheimer in 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations through a variety of programs and advisory services. The firm offers both discretionary and non-discretionary portfolio management, with oversight processes including suitability reviews and branch manager supervision.
Connor M
Series 66
Spring Lake, NJ
Empower Advisory Group
Connor Mawn is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he was affiliated with Spring Lake Golf Club and has an educational background from Hartwick College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.
Matthew M
Series 63, Series 65
Red Bank, NJ
Equity Services, inc.
Matthew Marino is a financial advisor with Equity Services, Inc. in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including Integrated Financial Concepts LLC/National Life Insurance Company since 2019. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and utilizes a network of third-party asset managers and model portfolios.
Francisco A
Series 66
Holmdel, NJ
Guardian Life
Francisco Acevedo is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Lincoln Financial Securities, RobustWealth, and Brinker Capital. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party models.
Andrew G
CFA®, Series 65
Little Silver, NJ
Wealth Enhancement Advisory Services, LLC
Andrew Garcia is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Hightower Advisors, LLC and Farr Miller & Washington, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, quantitative methods, and fundamental analysis.
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1,555 advisors near
07750
within the area shown on the map
Out of 400,000+ nationwide