Montclair, NJ Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 209 advisors across 64 offices

Location

363 Bloomfield Ave, Suite 3 A

Montclair NJ 07042

Advisors at this office

2

Advisors at this office

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Athishay G

Series 66

Montclair, NJ

Kestra Private Wealth Services, LLC

Athishay Gangadharan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Kestra in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. He is the managing partner and senior wealth advisor at Evoke Wealth Management, where he also assists in recruiting and attracting outside advisors. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisor-managed investment and planning services, supporting independent advisor decision-making with access to in-house and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Howard R

CFP®, Series 63, Series 65

Montclair, NJ

Kestra Private Wealth Services, LLC

Howard Reizun is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2021. He previously worked at TIAA-CREF from 2006 to 2021. Reizun is a managing partner at Evoke Wealth Management and operates as the sole proprietor of HKR Wealth, a tax entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and advisory services, supporting independent advisor decision-making alongside supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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