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V. Peter Traphagen

TRAPHAGEN INVESTMENT ADVISORS LLC·ORADELL, New Jersey
Series 66Clean record23 years registeredTRAPHAGEN INVESTMENT ADVISORS LLC
234 KINDERKAMACK RD, ORADELL, NJ 07649CRD# 4378164Firm CRD# 107764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
V. Peter Traphagen · ORADELL, NJ
Registration
CRD #4378164 · TRAPHAGEN INVESTMENT ADVISORS LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

TRAPHAGEN FINANCIAL GROUP
Mar 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 66
Registration record
First registered · March 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRAPHAGEN INVESTMENT ADVISORS LLC
CRD 107764 · SEC 801-56130
AUM
$1.5B
Regulatory assets under management
Employees
12
1,801 client accounts
Services offered by TRAPHAGEN INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRAPHAGEN INVESTMENT ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does V. Peter Traphagen offer?
V. Peter Traphagen specializes in Financial Planning, Investment Management. Contact their office in ORADELL, New Jersey for a consultation.
What are V. Peter Traphagen's credentials?
V. Peter Traphagen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is V. Peter Traphagen located?
V. Peter Traphagen is based in ORADELL, New Jersey, working with TRAPHAGEN INVESTMENT ADVISORS LLC. Their office serves clients in the ORADELL metropolitan area and surrounding communities.
How does V. Peter Traphagen charge for services?
V. Peter Traphagen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAPHAGEN INVESTMENT ADVISORS LLC?
TRAPHAGEN INVESTMENT ADVISORS LLC has approximately 12 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRAPHAGEN INVESTMENT ADVISORS LLC

V Peter Traphagen
ORADELL, NJ

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