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Financial advisory firms
in Florham Park, NJ.

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11 financial advisors4 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

11 financial advisors4 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

JACOBS LEVY EQUITY MANAGEMENTCRD 107022

Advisory firm

Filed advisory firm office: Florham Park, NJ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInvestment companiesOther investment advisers

Record typeAdvisory firm

Location basisAdvisory firm office

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JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCCRD 155392

Advisory firm

Filed advisory firm office: Florham Park, NJ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

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OZE CAPITAL LLCCRD 327276

Advisory firm

Filed advisory firm office: Florham Park, NJ

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)

Record typeAdvisory firm

Location basisAdvisory firm office

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WISS PRIVATE CLIENT ADVISORS, LLCCRD 286319

Advisory firm

Filed advisory firm office: Florham Park, NJ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses

Record typeAdvisory firm

Location basisAdvisory firm office

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