Waretown, NJ Office

Team
Updated today

Client AUM

$10,069,831,369

Clients

29,615

Advisors

3

Of 296 advisors across 181 offices

Location

516 Route 9

Waretown NJ 08758

Advisors at this office

3

Advisors at this office

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George K

CFP®, Series 66

Waretown, NJ

Foundations Investment Advisors LLC

George Kastanis is a CFP® with 15 years of industry experience. He is currently with Foundations Investment Advisors LLC and has held prior roles at Sound Income Strategies LLC, Belpointe Insurance, Belpointe Asset Management, Arbor Point Advisors, and Securities America Inc. Outside of his advisory work, Kastanis is involved in Wings for Widows, a nonprofit organization that assists individuals through the transition after losing a spouse. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Scott M

Series 63, Series 65

Waretown, NJ

Foundations Investment Advisors LLC

Scott Mclean is a financial advisor at Foundations Investment Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sound Income Strategies LLC and Belpointe Asset Management, LLC. Outside of his advisory roles, he is co-owner of an equestrian boarding facility and manages tax preparation and fixed insurance services through MCLEAN TAX ADVISORY GROUP LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Collin T

Series 65

Waretown, NJ

Foundations Investment Advisors LLC

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Mclean Advisory Group, Planning Alliance, and Saker Shoprite, as well as positions in educational institutions such as the University of Hartford and Brookdale Community College. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a network of affiliated offices and a range of investment products.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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