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Qualifications of Financial Advisor in Red Bank

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Red Bank, New Jersey
Financial Advisor Office Location Phone Number
David Marks
Edelman Financial Engines, LLC
328 Newman Springs Road,
Red Bank, NJ  07701
(732) 704-7214
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
12 Christopher Way,
Eatontown, NJ  07724
(732) 982-2170
Stephen Sassi
Edelman Financial Engines, LLC
406 Forest Ave.,
Staten Island, NY  10301
(718) 313-0303
Peter Gellman
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777
Ronald Scott
Ronald C. Scott, CFP®, AEP®, CFBS, ChFC, CLU, CLTC
MassMutual Metro New York,
New York, NY  10119
(718) 781-0925
Chris Sosa
Edelman Financial Engines, LLC
340 Madison Avenue,
New York, NY  10173
(646) 779-2102
Kevin Shea
Edelman Financial Engines, LLC
51 JFK Parkway,
Short Hills, NJ  07078
(862) 206-7431
Emil Ben-David
Edelman Financial Engines, LLC
1130 RXR Plaza,
Uniondale, NY  11556
(516) 252-1413
Rick Mueller
Edelman Financial Engines, LLC
650 From Road,
Paramus, NJ  07652
(201) 575-4878
Nick Friedman
Edelman Financial Engines, LLC
10 Bank Street,
White Plains, NY  10606
(914) 618-3002
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Zach Fletcher
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323

Information on Qualified Financial Advisors in Red Bank

Qualifications CRD# 1968928
FirmCRD# 104510
Series 4, 7, 8, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 328 Newman Springs Road,
Red Bank,
NJ 
07701
Phone Number (732) 7047214

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 1993. Earned the Registered Financial Consultant certification(s). Bachelor's degree in Finance from Pennsylvania State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 12 Christopher Way,
Suite #200,
Eatontown,
NJ 
07724
Phone Number (732) 9822170

A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.

About DC Strategies, Integrated Wealth Mgt.

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.



Qualifications CRD# 4873236
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 406 Forest Ave.,
Staten Island,
NY 
10301
Phone Number (718) 3130303

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2013. Earned the Chartered Retirement Planning Counselor certification. Bachelor's degree in Communications from Rutgers University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4716523
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ 
08904
Phone Number (732) 2485777

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.



Qualifications CRD# 4575306
FirmCRD# 14251
Series 6, 7, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location MassMutual Metro New York,
One Penn Plaza, Suite 2035,
New York,
NY 
10119
Phone Number (718) 7810925

Ronald began his financial planning practice in 2002. A graduate of Polytechnic University of NY and Pace University, he is also a member of prestigious organizations such as the Financial Planning Association (FPA), National Association of Insurance & Financial Advisors (NAIFA), and has also achieved the following designations: - Certified Financial Planner " professional (CFP® Board of Standards) - Chartered Financial Consultant (ChFC  The American College) - Chartered Life Underwriter (CLU  The American College) - Certified in Long Term Care (CLTC  The Corporation for Long Term Care Certification) He is committed to building long-term relationships with his clients, and helping them reach their goals is his number one priority. Drawing on his knowledge, know-how, experience and world-class planning tools, Ronald helps build financial freedom for his clients.

About Ronald C. Scott, CFP®, AEP®, CFBS, ChFC, CLU, CLTC

Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including those for the Creation, Accumulation, Protection, and Distribution of Wealth for my clients and their families. Specializations include Retirement Planning, Business Planning, Investment Planning, and Estate/Legacy Planning, using values-based, client-centric financial planning strategies, systems, and processes.



Qualifications CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 340 Madison Avenue,
New York,
NY 
10173
Phone Number (646) 7792102

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5692654
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 51 JFK Parkway,
Short Hills,
NJ 
07078
Phone Number (862) 2067431

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2012. Earned the Chartered Financial Analyst and Certified Financial Planner certification(s). Bachelor's degree in Political Science from University of Rochester, Masters in Public Policy Analysis from University of Rochester and Master of Business Administration from George Washington University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5723861
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1130 RXR Plaza,
Uniondale,
NY 
11556
Phone Number (516) 2521413

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Queens College.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 650 From Road,
Paramus,
NJ 
07652
Phone Number (201) 5754878

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5465081
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 10 Bank Street,
White Plains,
NY 
10606
Phone Number (914) 6183002

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA.Zach enjoys golfing, working out, and Philadelphia sports.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Red Bank, New Jersey
UBS Financial Services, Inc. Red Bank, NJ

Select other cities around Red Bank, New Jersey to broaden your search for a financial advisor