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WISS PRIVATE CLIENT ADVISORS, LLC
WISS PRIVATE CLIENT ADVISORS, LLC
FLORHAM PARK, New Jersey
·
2 registered advisors
·
CRD# 286319
SEC# 801-117284
1
973-577-2872
01
Firm Overview
AUM
$540M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WISS PRIVATE CLIENT ADVISORS, LLC
2 registered advisors
Jeffrey Steven Cresci
FLORHAM PARK, New Jersey
CRD# 4277216
Stephanie Florence Lise Hughes
FLORHAM PARK, New Jersey
CRD# 6238388
05
Office Locations
FLORHAM PARK, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. WISS PRIVATE CLIENT ADVISORS, LLC (CRD# 286319) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.