Bedminster, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Meadowbrook Advisors
Supported
Firm-wide stats for Meadowbrook Advisors
Clients per advisor
47 TypicalAvg AUM per client
$2,260,656 Very HighHNW client ratio
57% Very HighAbout
Meadowbrook Advisors is an SEC‑registered adviser that provides discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, non‑profits and retirement plans. Portfolios are constructed primarily with ETFs, low‑cost diversified mutual funds, individual stocks and bonds, and the firm also may use options, REITs, closed‑end funds, margin and unaffiliated independent managers as appropriate.
The firm combines fundamental analysis with Modern Portfolio Theory in a generally long‑term investment approach, while retaining the flexibility to rebalance or trade shorter‑term to meet client objectives or tax considerations. Meadowbrook provides ongoing oversight and client contact, conducts due diligence on independent managers it selects, and delivers periodic performance and monitoring reports.
Meadowbrook is a recently formed firm (founded in 2025) that manages a comparatively large asset base for its size — over $321 million with three advisors — and maintains an institutional relationship with Fidelity that included financial, technology and transition support at launch. The firm’s brochure also discloses that several advisory personnel have broker‑dealer registration with Purshe Kaplan Sterling and independent insurance licenses; those separate capacities can generate commission‑based compensation and are identified as potential conflicts in the firm’s disclosures.
Based on Meadowbrook Advisors
Location
Bedminster NJ
Advisors at this office
2
Advisors at this office
Thomas M
Series 66
Bedminster, NJ
Meadowbrook Advisors
Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.
Gregg A
Series 63, Series 65
Bedminster, NJ
Meadowbrook Advisors
Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.
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