Unclaimed Profile

Paul Stuart Platkin

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey

Clean record10 years registeredREGENTATLANTIC CAPITAL, LLC

60 COLUMBIA ROAD, MORRISTOWN, NJ 07960CRD# 4679631Firm CRD# 105995

Profile Verification

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

Identity

Paul Stuart Platkin · MORRISTOWN, NJ

Registration

CRD #4679631 · REGENTATLANTIC CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REGENTATLANTIC CAPITAL, LLC

CORIENT

Dec 2022 – Oct 2024

NEW YORK, NY

REGENTATLANTIC

May 2021 – Mar 2023

New York, NY

HILLVIEW CAPITAL ADVISORS, LLC

May 2016 – Sep 2019

New York, NY

Registrations & Exams

Registration record

First registered · May 17, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Paul Stuart Platkin offer?

Paul Stuart Platkin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Paul Stuart Platkin's credentials?

Paul Stuart Platkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Stuart Platkin located?

Paul Stuart Platkin is based in MORRISTOWN, New Jersey, last registered with REGENTATLANTIC CAPITAL, LLC.

How does Paul Stuart Platkin charge for services?

Paul Stuart Platkin'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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