Condor Capital Wealth Management

Condor Capital Wealth Management (CRD# 104920) is a financial advisory firm headquartered in Martinsville, NJ. They manage $1,675,855,361 in 3,383 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,676
    MILLION
  • Total Number of Accounts
    3,383
    ACCOUNTS
  • Average Account Value
    $495,376
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NM, NY, PA, SC, TX, VA

Financial Advisors at Condor Capital Wealth Management
Showing 1 - 10 of 12 top financial advisors.
1
Jacob Z. Boylan
CRD#: 6376235
1973 Washington Valley Road, Martinsville, NJ 08836

Jacob Boylan (CRD# 6376235) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 4 years of experience in the finance industry. Jacob Boylan 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.

2
Jeanette Lucas
CRD#: 5515342
1973 Washington Valley Road, Martinsville, NJ 08836

Jeanette Lucas (CRD# 5515342) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 14 years of experience in the finance industry. Jeanette Lucas 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.

3
Nicholas J. Mango
CRD#: 6665703
1973 Washington Valley Road, Martinsville, NJ 08836

Nicholas Mango (CRD# 6665703) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 5 years of experience in the finance industry.

4
Caelan A. McCarthy
CRD#: 6541630
1973 Washington Valley Road, Martinsville, NJ 08836

Caelan McCarthy (CRD# 6541630) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 4 years of experience in the finance industry. Caelan McCarthy 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.

5
Kenneth P. Schapiro
CRD#: 1890303
1973 Washington Valley Road, Martinsville, NJ 08836

Kenneth Schapiro (CRD# 1890303) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 28 years of experience in the finance industry.

6
Hiren Shah
CRD#: 6146852
1973 Washington Valley Road, Martinsville, NJ 08836

Hiren Shah (CRD# 6146852) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 9 years of experience in the finance industry.

7
Michael R. Walliser
CRD#: 6129588
1973 Washington Valley Road, Martinsville, NJ 08836

Michael Walliser (CRD# 6129588) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 9 years of experience in the finance industry.

8
Tanya S. Walliser
CRD#: 5256129
1973 Washington Valley Road, Martinsville, NJ 08836

Tanya Walliser (CRD# 5256129) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 13 years of experience in the finance industry. Tanya Walliser 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.

9
David J. Goldstone
CRD#: 5833273
Denver, CO

David Goldstone (CRD# 5833273) is an Investment Advisor Representative working at Condor Capital Wealth Management in Denver, CO and has over 11 years of experience in the finance industry.

10
Samuel Meyers
CRD#: 7468469
Whitehouse Station, NJ

Samuel Meyers (CRD# 7468469) is an Investment Advisor Representative working at Condor Capital Wealth Management in Whitehouse Station, NJ and has 1 year of experience in the finance industry.

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