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Financial Advisor   

$90MM AUM | $900,000 GDC in Cranford, NJ

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Business Mix:

60% Comm
40% Fee


Cranford, NJ, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I have been a Financial Advisor for over 17 years. I take pride in making myself available for my clients and doing what I believe is right. My service model includes generally having a quarterly contact with all of my clients. I currently service two areas,one in Cranford, NJ and the other in Pinecrest, Fl. My goal is to grow my practice in both New Jersey and Florida. I have 2 Associate Financial Advisor. In addition I do have a beautiful newly renovated office space located in the desirable downtown Cranford, New Jersey area with room for growth. I am open to bringing on established/growing advisors as well.


Has Office Space to Share in Cranford, NJ

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