Unclaimed Profile

Colleen J Betzler

BRINTON EATON ASSOCIATES INC·MADISON, New Jersey

Clean record24 years registeredBRINTON EATON ASSOCIATES INC

ONE GIRALDA FARMS, SUITE 130, MADISON, NJ 07940CRD# 4554875Firm CRD# 104846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colleen J Betzler · MADISON, NJ

Registration

CRD #4554875 · BRINTON EATON ASSOCIATES INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRINTON EATON ASSOCIATES INC

MARINER WEALTH ADVISORS

Dec 2016 – Jan 2019

MADISON, NJ

MARINER WEALTH ADVISORS

Dec 2012 – Jul 2018

MADISON, NJ

BRINTON EATON

Jun 2002 – Dec 2012

MADISON, NJ

Registrations & Exams

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRINTON EATON ASSOCIATES INC

CRD 104846 · SEC 801-35421

AUM

$610M

Regulatory assets under management

Employees

884 client accounts

Services offered by BRINTON EATON ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at BRINTON EATON ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Colleen J Betzler offer?

Colleen J Betzler specializes in Financial Planning, Investment Management, Wealth Management.

What are Colleen J Betzler's credentials?

Colleen J Betzler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen J Betzler located?

Colleen J Betzler is based in MADISON, New Jersey, last registered with BRINTON EATON ASSOCIATES INC.

How does Colleen J Betzler charge for services?

Colleen J Betzler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRINTON EATON ASSOCIATES INC?

BRINTON EATON ASSOCIATES INC has approximately 11 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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