Financial advisors in Northfield, NJ

64 match · page 2 of 3

Gail Mackler-Carlino
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
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James Caulfield
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jarman Reilly
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
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Jennifer Colon
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
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Jennifer Wildman
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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John D'alessandro
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Edgar
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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John Hughes
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
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John Kelley
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Nardone
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lauren Grant
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lawrence Malamut
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Louis Carberry
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Megan Vanesko
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michael Rosen
Financial advisor at Northstar Advisory Group, LLC
Northstar Advisory Group, LLC · $377M AUM
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Michael Torpey
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Michelle Crisalli
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Nicholas Columbo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Patrick Geubtner
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
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Rafael Roque-Espinosa
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Robby Rodriguez
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
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Rosa Leace
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Ryan Leek
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Samantha Swiderski
Financial advisor at Cra Financial Services, L.l.c.
Cra Financial Services, L.l.c. · $1.69B AUM
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Sean Thompson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Stephen Marchel
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Steven Caltabiano
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Steven Mortelliti
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Theodore Khoury
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Thomas Hurley
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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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 Northfield, 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.

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Financial advisors in Northfield, NJ.

How this list works

Before you hire an advisor in Northfield, NJ