Financial Pathways

Financial Pathways (CRD# 159202) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $33,429,352 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $457,936
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
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.

NJ

Financial Advisors at Financial Pathways
Showing 1 - 2 of 2 top financial advisors.
1
James D. Kinney
CRD#: 4906584
1200 Us Hwy 22, Suite 2000, Bridgewater, NJ 08807
101
Wealthminder
score
James Kinney (CRD# 4906584) is an Investment Advisor Representative working at Financial Pathways in Bridgewater, NJ and has over 11 years of experience in the finance industry. James Kinney 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Luba Globerman
CRD#: 5640280
1200 Us Hwy 22, Suite 2000, Bridgewater, NJ 08807
96
Wealthminder
score

Luba Globerman (CRD# 5640280) is an Investment Advisor Representative working at Financial Pathways in Bridgewater, NJ and has over 7 years of experience in the finance industry. Luba Globerman 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.