Jeffrey Gitterman, financial advisor Edison NJ
93 score

Jeffrey Gitterman

CRD Number: 1910332
Current Firm: Gitterman Wealth Management, LLC

Jeffrey Gitterman (CRD# 1910332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Gitterman Wealth Management, LLC Edison, NJ Aug 2014 - Current 3
Triad Advisors, Inc. Norcorss, GA May 2010 - Current 7
Beyond Success Consulting Woodbridge, NJ Mar 2009 - Current 8
Broker's Insurance Jenkintown, PA Jan 2007 - Current 10
Gitterman And Associates Wealth Management, LLC Woodbridge, NJ Aug 2008 - Aug 2014 6
Ing Financial Advisers, LLC Woodbridge, NJ May 2002 - May 2010 8
Ing Woodbridge, NJ Nov 2000 - May 2010 9
Gitterman & Sacks, LLC Woodbridge, NJ Jun 2000 - Aug 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jeffrey L. Gitterman
Phone Number: 848-248-4405
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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