Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC (CRD# 153062) is a financial advisory firm headquartered in Edison, NJ. They manage $555,681,551 in 567 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management556MILLION
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Total Number of Accounts567ACCOUNTS
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Average Account Value$980,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, MD, NJ, NY, PA, TX, VT
Samuel Bell (CRD# 3051522) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 25 years of experience in the finance industry.
Jason Condon (CRD# 6204089) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 9 years of experience in the finance industry. Jason Condon 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.
Jennifer Easley (CRD# 4688332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 13 years of experience in the finance industry.
Jeffrey Gitterman (CRD# 1910332) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 31 years of experience in the finance industry.
Ira Goldberg (CRD# 5767585) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 13 years of experience in the finance industry.
Edward Hoffman (CRD# 5983165) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Hamilton Square, NJ and has over 11 years of experience in the finance industry.
Kenneth Quarnaccio (CRD# 5625092) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 11 years of experience in the finance industry.
Elias Rauch (CRD# 4169179) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 23 years of experience in the finance industry.