Sparta, NJ Sparta Ave Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

336 Sparta Ave

Sparta NJ 07871

Advisors at this office

5

Advisors at this office

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Michael S

Series 63, Series 66

Sparta, NJ

LPL Financial

Michael Stieglitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has held roles at Cami Financial Group and 1st Global Advisors, Inc., among other related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Andrew G

Series 66

Sparta, NJ

LPL Financial

Andrew Grant Sr. is a financial advisor with LPL Financial who holds a Series 66 credential and has nine years of industry experience. His career includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp., and he has been involved with Caristia, Kulsar & Wade, LLC since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
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David H

Series 66

Sparta, NJ

LPL Financial

David Henderson is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at 1st Global Advisors, Inc. and 1st Global Capital Corp. Henderson has operated Caristia, Kulsar & Wade LLC since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
user avatar

James C

Series 66

Sparta, NJ

LPL Financial

James Caristia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with 1st Global Capital Corp. and 1st Global Advisors, Inc. Caristia is also managing member of Caristia, Kulsar & Wade, LLC, which he has been associated with since 1977. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Christianne E

Series 66

Sparta, NJ

LPL Financial

Christianne Erickson is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2019 and previously worked at CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also a notary in Sparta, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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