Hallmark Capital Management Inc.

Hallmark Capital Management Inc. (CRD# 108879) is a financial advisory firm headquartered in Wayne, NJ. They manage $1,327,317,010 in 1,546 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,327
    MILLION
  • Total Number of Accounts
    1,546
    ACCOUNTS
  • Average Account Value
    $858,549
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
  • Pension consulting services
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
Kathleen M. Buske
CRD#: 1317350
1195 Hamburg Turnpike, Wayne, NJ 07470
96
Wealthminder
score

Kathleen Buske (CRD# 1317350) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 32 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.

2
Steve Erikson
CRD#: 1346502
1700 Palm Beach Lakes Blvd, 10th Floor, West Palm Beach, FL 33401
96
Wealthminder
score

Steve Erikson (CRD# 1346502) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in West Palm Beach, FL and has over 32 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.

3
Martin L. Gale
CRD#: 5960904
2514 W Kennedy Blvd, Tampa, FL 33609
96
Wealthminder
score

Martin Gale (CRD# 5960904) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Tampa, FL and has over 6 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.

4
Leanne M. Polizzano
CRD#: 1404113
1195 Hamburg Turnpike, Wayne, NJ 07470
96
Wealthminder
score

Leanne Polizzano (CRD# 1404113) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 32 years of experience in the finance industry. Leanne Polizzano 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
Peter F. Carleton
CRD#: 1412997
1 Penn Plaza, 29th Floor, New York, NY 10119
93
Wealthminder
score

Peter Carleton (CRD# 1412997) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in New York, NY and has over 24 years of experience in the finance industry.

6
Carol A. Milgram
CRD#: 6072331
1195 Hamburg Turnpike, Wayne, NJ 07470
93
Wealthminder
score

Carol Milgram (CRD# 6072331) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 6 years of experience in the finance industry.

7
Gregory M. Pizzano
CRD#: 1006286
1195 Hamburg Turnpike, Wayne, NJ 07470
93
Wealthminder
score

Gregory Pizzano (CRD# 1006286) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Wayne, NJ and has over 15 years of experience in the finance industry.

8
Antonio Romero
CRD#: 3152828
1 Penn Plaza, New York, NY 10119
93
Wealthminder
score

Antonio Romero (CRD# 3152828) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in New York, NY and has over 19 years of experience in the finance industry.

9
Jacob R. Thomas
CRD#: 5754373
1195 Hamburg Turnpike, Wayne, NJ 07470
93
Wealthminder
score

Jacob Thomas (CRD# 5754373) 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.

10
Steven A. Tussi
CRD#: 4705065
3131 Mckinney Ave, Suite 600, Dallas, TX 75204
93
Wealthminder
score

Steven Tussi (CRD# 4705065) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

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