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Distance Only Mendham, NJ
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 33 years of experience in the finance industry.
William Burke (CRD# 1339240) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Mendham, NJ and has over 39 years of experience in the finance industry. William Burke 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.
Cary Fliegler (CRD# 2344096) is an Investment Advisor Representative working at Fisher Investments in Mendham, NJ and has over 30 years of experience in the finance industry.
William Foshay (CRD# 7070598) is an Investment Advisor Representative working at Oade Financial in Mendham, NJ and has over 6 years of experience in the finance industry.
David Gray (CRD# 5349909) is an Investment Advisor Representative working at Parisi Gray Wealth Management, LLC in Mendham, NJ and has over 15 years of experience in the finance industry. David Gray 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.
Michael Greco (CRD# 2777345) is a managing partner and co-founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. Michael graduated from Lafayette College with a joint degree in Economics & Mathematics. His first official foray into financial services was in the Treasury Department of M&T Bank. Working on the fixed-income desk, Michael traded Fed Funds, Mortgage Backed securities and foreign currency.
In 1996, Michael transitioned to OLDE Securities, where he actively traded equities for individuals and institutional accounts. Choosing to...
Robert Kemper (CRD# 2110679) is an Investment Advisor Representative working at Commonwealth Financial Network in Mendham, NJ and has over 17 years of experience in the finance industry.
Gabor Nagy (CRD# 2491195) is an Investment Advisor Representative working at Commonwealth Financial Network in Mendham, NJ and has over 29 years of experience in the finance industry. Gabor Nagy 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.
Joseph Nelligan (CRD# 2894961) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mendham, NJ and has over 21 years of experience in the finance industry.
John Parisi (CRD# 1879131) is an Investment Advisor Representative working at Parisi Gray Wealth Management, LLC in Mendham, NJ and has over 35 years of experience in the finance industry.