Condor Capital Wealth Management

Condor Capital Wealth Management (CRD# 104920) is a financial advisory firm headquartered in Martinsville, NJ. They manage $846,122,812 in 2,500 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    846
    MILLION
  • Total Number of Accounts
    2,500
    ACCOUNTS
  • Average Account Value
    $338,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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.

CA, CO, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TX

Financial Advisors at Condor Capital Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Kenneth P. Schapiro
CRD#: 1890303
1973 Washington Valley Road, Martinsville, NJ 08836
101
Wealthminder
score

Kenneth Schapiro (CRD# 1890303) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 24 years of experience in the finance industry.

2
Jeanette Lucas
CRD#: 5515342
1973 Washington Valley Road, Martinsville, NJ 08836
96
Wealthminder
score

Jeanette Lucas (CRD# 5515342) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 10 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
Tanya S. Walliser
CRD#: 5256129
1973 Washington Valley Road, Martinsville, NJ 08836
96
Wealthminder
score

Tanya Walliser (CRD# 5256129) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 8 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.

4
Rahul Shah
CRD#: 5718893
1973 Washington Valley Road, Martinsville, NJ 08836
93
Wealthminder
score

Rahul Shah (CRD# 5718893) 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.

5
Brian B. Slater
CRD#: 2768313
1973 Washington Valley Road, Martinsville, NJ 08836
93
Wealthminder
score

Brian Slater (CRD# 2768313) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 15 years of experience in the finance industry.

6
Hiren Shah
CRD#: 6146852
1973 Washington Valley Road, Martinsville, NJ 08836
90
Wealthminder
score

Hiren Shah (CRD# 6146852) 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.

7
Michael R. Walliser
CRD#: 6129588
1973 Washington Valley Road, Martinsville, NJ 08836
90
Wealthminder
score

Michael Walliser (CRD# 6129588) 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.

8
Ryan M. Mulhearn
CRD#: 6316009
1973 Washington Valley Road, Martinsville, NJ 08836
87
Wealthminder
score

Ryan Mulhearn (CRD# 6316009) is an Investment Advisor Representative working at Condor Capital Wealth Management in Martinsville, NJ and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.