John Bertolini, financial advisor Westfield NJ

John Bertolini

CRD Number: 6639721
Current Firm: Royal Alliance Associates, Inc.

John Bertolini (CRD# 6639721) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Westfield, NJ and has over 5 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Westfield NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Westfield NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Alexander Bass, financial advisor Westfield NJ
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Royal Alliance Westfield, NJ Feb 2018 - Current 3
The Prudential Insurance Company Of America Center Warren, NJ Jun 2016 - Feb 2018 1
Pruco Securities, LLC Center Warren, NJ Apr 2016 - Feb 2018 1
Unemployed Warren, NJ Dec 2012 - Apr 2016 3
Verizon Capital Corp. New York, NY Aug 1997 - Dec 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for John A. Bertolini
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    20,655
    MILLIONS
  • Total Number of Accounts
    89,747
    ACCOUNTS
  • Average Account Value
    $230,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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.