Thomas Birrittella, financial advisor Hazlet NJ

Thomas Birrittella

CRD Number: 5059184
Current Firm: Hillcrest Wealth Advisors - Ny, LLC

Thomas Birrittella (CRD# 5059184) is an Investment Advisor Representative working at Hillcrest Wealth Advisors - Ny, LLC in Hazlet, NJ and has 1 year of experience in the finance industry. Thomas Birrittella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Michael Kay, financial advisor Hazlet NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Alexander Bass, financial advisor Hazlet NJ
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Similar Advisors
Mostafa Aamer, financial advisor Hazlet NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Hillcrest Wealth Advisors - Ny, LLC Hazlet, NJ Jan 2017 - Current 4
Eisneramper Wealth Advisors LLC New York, NY Apr 2011 - Dec 2016 5

Thomas Birrittella has no recent exams reported.
Contact Info for Thomas J. Birrittella
Phone Number: 732-837-4455
Firm Website: https://hcwadvisors.com/
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $1,300,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, FL, NJ, NY, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.