Greenleaf Advisors

Greenleaf Advisors (CRD# 172332) is a financial advisory firm headquartered in Red Bank, NJ. They manage $1,782,648,000 in 150 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,783
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $11,884,320
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CT, DC, FL, IN, MA, MD, NJ, NY, PA, SC, TX, VA

Financial Advisors at Greenleaf Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Joseph D. Gastaldi
CRD#: 1514477
Osceola, IN
93
Wealthminder
score

Joseph Gastaldi (CRD# 1514477) is an Investment Advisor Representative working at Greenleaf Advisors in Osceola, IN and has over 20 years of experience in the finance industry.

2
Jamie D. Greenleaf
CRD#: 2288944
216 Maple Avenue 1, Red Bank, NJ 07701
93
Wealthminder
score

Jamie Greenleaf (CRD# 2288944) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 24 years of experience in the finance industry.

3
Arthur J. McNally
CRD#: 1086181
216 Maple Avenue 1, Red Bank, NJ 07701
90
Wealthminder
score

Arthur McNally (CRD# 1086181) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.

4
Dorann J. Cafaro
CRD#: 1242720
216 Maple Avenue 1, Red Bank, NJ 07701
83
Wealthminder
score

Dorann Cafaro (CRD# 1242720) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 32 years of experience in the finance industry.

5
Andrea B. Vassiliadis
CRD#: 5024379
297 East Main Street, Marlborough, MA 01752
81
Wealthminder
score

Andrea Vassiliadis (CRD# 5024379) is an Investment Advisor Representative working at Greenleaf Advisors in Marlborough, MA and has over 10 years of experience in the finance industry.

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