Hallmark Capital Management Inc.

Hallmark Capital Management Inc. (CRD# 108879) is a financial advisory firm headquartered in Wayne, NJ. They manage $1,899,969,483 in 1,670 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,900
    MILLION
  • Total Number of Accounts
    1,670
    ACCOUNTS
  • Average Account Value
    $1,137,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

AL, CA, CT, DE, FL, GA, KY, LA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WI

Financial Advisors at Hallmark Capital Management Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Jeffrey P. Braff
CRD#: 716496
1195 Hamburg Turnpike, Wayne, NJ 07470

Jeffrey Braff (CRD# 716496) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has 1 year of experience in the finance industry.

2
Kathleen M. Buske
CRD#: 1317350
1195 Hamburg Turnpike, Wayne, NJ 07470

Kathleen Buske (CRD# 1317350) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 35 years of experience in the finance industry. Kathleen Buske 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
Steve Erikson
CRD#: 1346502
1700 Palm Beach Lakes Blvd, 10th Floor, West Palm Beach, FL 33401

Steve Erikson (CRD# 1346502) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in West Palm Beach, FL and has over 35 years of experience in the finance industry. Steve Erikson 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
Martin L. Gale
CRD#: 5960904
2028 East 7th Ave, Tampa, FL 33605

Martin Gale (CRD# 5960904) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Tampa, FL and has over 9 years of experience in the finance industry. Martin Gale 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
Matthew L. Grosser
CRD#: 6580831
1195 Hamburg Turnpike, Wayne, NJ 07470

Matthew Grosser (CRD# 6580831) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 4 years of experience in the finance industry.

6
Daniel C. Hauschild
CRD#: 2973391
1195 Hamburg Turnpike, Wayne, NJ 07470

Daniel Hauschild (CRD# 2973391) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 18 years of experience in the finance industry. Daniel Hauschild 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.

7
George R. Kress
CRD#: 4496647
1195 Hamburg Turnpike, Wayne, NJ 07470

George Kress (CRD# 4496647) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has 1 year of experience in the finance industry.

8
Carol A. Milgram
CRD#: 6072331
1195 Hamburg Turnpike, Wayne, NJ 07470

Carol Milgram (CRD# 6072331) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 8 years of experience in the finance industry.

9
Thomas S. Moore
CRD#: 1326709
1195 Hamburg Turnpike, Wayne, NJ 07470

Thomas Moore (CRD# 1326709) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has 1 year of experience in the finance industry.

10
Stephen P. Pedicini
CRD#: 4791062
Two Jericho Plaza, Wing C Floor 2, Jericho, NY 11753

Stephen Pedicini (CRD# 4791062) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Jericho, NY and has over 16 years of experience in the finance industry. Stephen Pedicini 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.

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