Unclaimed Profile

David Henry Bugen

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey

Series 1, Series 24, Series 63, Series 65CFP24 years registeredREGENTATLANTIC 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 · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REGENTATLANTIC CAPITAL, LLC

REGENTATLANTIC

Jul 2002 – Sep 2015

CHATHAM, NJ

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · July 30, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

1970Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

REGENTATLANTIC CAPITAL, LLC

CRD 105995 · SEC 801-17301

AUM

$6.2B

Regulatory assets under management

Employees

2,131 client accounts

Services offered by REGENTATLANTIC CAPITAL, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REGENTATLANTIC CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Henry Bugen offer?

David Henry Bugen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Henry Bugen's credentials?

David Henry Bugen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Henry Bugen located?

David Henry Bugen is based in MORRISTOWN, New Jersey, last registered with REGENTATLANTIC CAPITAL, LLC.

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.

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