Montvale, NJ Office

Team
Updated today

Client AUM

$1,032,175,361

Clients

3,036

Advisors

2

Of 78 advisors across 46 offices

Location

135 Chestnut Ridge Road, Suite 200

Montvale NJ 07645

Advisors at this office

2

Advisors at this office

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Connor M

Series 66

Montvale, NJ

Nfsg Corporation

Connor Mahoney is a financial advisor at NFSG Corporation with four years of industry experience. He holds the Series 66 designation and has worked at Newbridge Securities Corporation since 2021, following a year at Greycliff Wealth Management. Outside of his advisory role, he is involved with Mahoney Asset Management, a lead generation and sales business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a mix of fundamental, technical, and cyclical analysis.

Wealth management
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Philip R

CFP®, Series 63, Series 65

Montvale, NJ

Nfsg Corporation

Philip Rutigliano is a financial advisor at NFSG Corporation with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Newbridge Financial Services Group, Newbridge Securities Corporation, Knights of Columbus, and Aurora Capital LLC. He occasionally consults with nonprofit and for-profit companies to improve their sales processes. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using fundamental, technical, and cyclical analysis with a range of investment strategies.

Wealth management
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