Theresa Boetger, financial advisor Morristown NJ

Theresa Boetger

CRD Number: 5118835
Current Firm: Sica Wealth Management, LLC

Theresa Boetger (CRD# 5118835) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory, LLC Florham Park, NJ Feb 2016 - Current 6
Sica Wealth Management, LLC Morristown, NJ May 2010 - Current 12
Capital Guardian, LLC Morristown, NJ Sep 2015 - Feb 2016 < 1
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jun 2010 - Jun 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Theresa M. Boetger
Phone Number: 973-975-0750
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $167,716
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, LA, NJ, NY

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