Jeffrey Gitterman, financial advisor Edison NJ

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 31 years of experience in the finance industry.

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Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY Jun 2017 - Current 6
Gitterman Wealth Management, LLC Edison, NJ Aug 2014 - Current 9
Beyond Success Consulting Woodbridge, NJ Mar 2009 - Current 15
Triad Advisors, Inc. Norcorss, GA May 2010 - Jun 2017 7
Gitterman And Associates Wealth Management, LLC Woodbridge, NJ Aug 2008 - Aug 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey L. Gitterman
Phone Number: 848-248-4405
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    567
    ACCOUNTS
  • Average Account Value
    $980,038
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)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, MA, MD, NJ, NY, PA, TX, VT

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