Paramus, NJ Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,908 advisors across 2,203 offices

Location

Paramus Plaza Iv, 12 Rt 17 North Suite 204

Paramus NJ 07652

Advisors at this office

4

Advisors at this office

user avatar

Melissa C

Series 63, Series 66

Paramus, NJ

Cambridge Investment Research Advisors

Melissa Cannizzaro is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007. Outside of her advisory work, she is a Certified Divorce Financial Analyst and co-owner of a landscaping business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Sue T

Series 63, Series 66

Paramus, NJ

Cambridge Investment Research Advisors

Sue Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. In addition to her advisory role, she is also active as a real estate agent with Coldwell Banker Realty. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and model-based strategies, with both proprietary and third-party approaches, tailored to client objectives across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Preston W

Series 66

Paramus, NJ

Cambridge Investment Research Advisors

Preston Weaver is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Globus Medical and the University of Virginia Health System. His professional background spans both financial services and healthcare sectors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Nicholas D

Series 63, Series 65

Paramus, NJ

Cambridge Investment Research Advisors

Nicholas Dimitriou is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Dimitriou is involved in independent insurance agency work and owns a business providing accounting and payroll services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")