Unclaimed Profile

David Henry Bugen

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey

Clean recordREGENTATLANTIC CAPITAL, LLC

1200 MOUNT KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 34838Firm CRD# 105995

Profile Verification

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

Identity

David Henry Bugen · MORRISTOWN, NJ

Registration

CRD #34838 · REGENTATLANTIC CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Henry Bugen is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with REGENTATLANTIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

REGENTATLANTIC CAPITAL, LLC

REGENTATLANTIC

AUM

$6.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at REGENTATLANTIC CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 34838

Firm CRD# 105995

View on FINRA BrokerCheck →

Looking for a financial advisor in MORRISTOWN?

Browse all registered financial advisors in MORRISTOWN, New Jersey or claim this profile if it's yours.

Browse MORRISTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Henry Bugen offer?

David Henry Bugen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are David Henry Bugen's credentials?

David Henry Bugen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Henry Bugen located?

David Henry Bugen is based in MORRISTOWN, New Jersey, working with REGENTATLANTIC CAPITAL, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does David Henry Bugen charge for services?

David Henry Bugen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REGENTATLANTIC CAPITAL, LLC?

REGENTATLANTIC CAPITAL, LLC has approximately 71 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →