Financial advisors in Millburn, NJ

60 advisors · page 1 of 2

Azis Fejzullaj
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Bryan Sawyer
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Dunton
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Ekta Roongta
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Gabriel Berkowitz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Lyons
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Nicholas Lardieri
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ping Yin
Financial advisor at Yin Financial Planning
Yin Financial Planning
CFP®VerifiedFinancial planning
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Sean Carson
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Andrea Spatola
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Andrew Tomaino
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Brian Deutsch
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Christopher Touma
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Ciro Lipariti
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Cory Hiltz
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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David Katz
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Deborah Durrant
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Edward Brooks
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Emanuel Santos
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francesca Neilson
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Frank Howard
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Frank Petrone
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Gerard Erbeck
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hayden Harr
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamaal Stanton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joanne Chien
Financial advisor at Kinvest Capital Management, Inc.
Kinvest Capital Management, Inc. · $3.3M AUM
VerifiedFinancial planning
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John Digamon
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Joshua Comune
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Keith Cannella
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Kenneth Fields
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Millburn, NJ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Millburn, NJ.

How this list works

Before you hire an advisor in Millburn, NJ