Theresa Kohles, financial advisor Wyckoff NJ

Theresa Kohles

CRD Number: 3108519
Current Firm: Private Portfolio Partners, LLC

Theresa Kohles (CRD# 3108519) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Wyckoff, NJ and has over 25 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Private Portfolio Partners, LLC Wyckoff, NJ Mar 2016 - Current 8
Lpl Financial LLC Wyckoff, NJ May 2013 - Current 10
Insight Private Advisors, LLC Wyckoff, NJ Feb 2014 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Theresa A. Kohles
Phone Number: 201-939-6644
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    825
    MILLIONS
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $312,240
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WI

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