Sea Girt, NJ Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,211 offices

Location

2164 Hwy 35 Building B, Second Floor

Sea Girt NJ 08750

Advisors at this office

2

Advisors at this office

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Michael O

CFA®, Series 63

Sea Girt, NJ

Commonwealth Financial Network

Michael Oberdorf is a financial advisor with Commonwealth Financial Network, holding the CFA® designation and Series 63 license. He has 15 years of industry experience, including roles at Regal Securities, Inc. and Commonwealth Financial Network since 2017. Outside his advisory work, he is a co-owner of 520 Real Estate Ventures, LLC, a company involved in managing commercial real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a range of managed-account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal and external models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John S

Series 63, Series 65

Sea Girt, NJ

Commonwealth Financial Network

John Shibles is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Commonwealth in 2017, he worked at Regal Securities for 11 years and Shibles Brothers LLC for 19 years. Outside of his advisory role, he is involved in commercial real estate management as a co-owner and executive of multiple entities in New Jersey. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services, enabling advisors to implement portfolios through both internal models and external platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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