Morristown, NJ logo

Morristown, NJ Office

Team
Updated today
Washington Crossing Advisors LLC logo

Washington Crossing Advisors LLC

Team

Firm-wide stats for Washington Crossing Advisors LLC

Total advisors

4

Across 2 offices

Clients per advisor

788 Very High

Avg AUM per client

$585,625 Low

HNW client ratio

2% Very Low

About

Washington Crossing Advisors LLC provides discretionary investment management to individuals (including high-net-worth clients), trusts, and to third-party platforms such as wrap sponsors, dual-contract platforms, and model programs. The firm also offers non-discretionary model portfolios to model firms and manages a pooled product — the WCA Rising Dividend portfolio offered as a unit investment trust through a third‑party trust sponsor.

WCA’s strategies span value-driven and rising‑dividend equity approaches, laddered corporate bond portfolios using a proprietary credit model, ETF-based tactical asset-allocation “Conquest” portfolios, and a combined Income Builder balanced strategy. Implementation differs by engagement: WCA typically exercises trading discretion for wrap and dual‑contract accounts while providing periodic model updates and monthly portfolio reviews to platform partners.

WCA is a wholly owned subsidiary of Stifel Financial Corp. and the brochure documents multiple affiliated financial entities, including an affiliated broker‑dealer, trust companies, and banking institutions, with related policies to address resulting conflicts and fee flows. The firm’s platform-focused business — including wrap program relationships, model provision, and a UIT offering — supports over 3,000 client accounts and more than $2 billion in client assets, a client‑and‑asset concentration that is large for a team of its size.

Based on Washington Crossing Advisors LLC

Expertise

Income planning Active portfolio management General retirement planning

Based on Washington Crossing Advisors LLC

Location

305 Madison Avenue, Suite 200

Morristown NJ 07960

Advisors at this office

3

Advisors at this office

user avatar

Kevin C

CFA®, Series 63, Series 65

Morristown, NJ

Washington Crossing Advisors LLC

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Income planning Active portfolio management General retirement planning
user avatar

Chad M

Series 63, Series 65

Morristown, NJ

Washington Crossing Advisors LLC

Chad Morganlander is a financial advisor at Washington Crossing Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Crossing Advisors and Stifel since 2007. Washington Crossing Advisors provides investment management services primarily to high-net-worth individuals, defined benefit plans, investment companies, and other financial institutions. The firm offers value-oriented equity strategies, dividend-focused approaches, tactical ETF-based asset allocation, and blended balanced strategies, delivering models and discretionary management through wrap fee programs and model platforms.

Income planning Active portfolio management General retirement planning
user avatar

Matthew B

Series 65

Morristown, NJ

Washington Crossing Advisors LLC

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stifel from 2011 to 2017. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors LLC provides discretionary investment management to individuals, trusts, and third-party platforms, offering strategies that include value-driven and rising-dividend equities, laddered corporate bond portfolios, and ETF-based tactical asset allocation. The firm serves over 3,000 client accounts and manages more than $2 billion in assets.

Income planning Active portfolio management General retirement planning
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)