Oakbourne Advisors

Oakbourne Advisors (CRD# 129112) is a financial advisory firm headquartered in Hackettstown, NJ. They manage $195,665,487 in 971 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1605 Route 517, Hackettstown, NJ 07840
http://www.nstarinvest.com
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $201,509
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, NC, NJ, NY, PA, SC, VA

Financial Advisors at Oakbourne Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Christopher Diederich, financial advisor Philadelphia PA
Christopher T. Diederich
CRD#: 5669484
1515 Market Street, Suite 1200, Philadelphia, PA 19102

Christopher Diederich (CRD# 5669484) is an Investment Advisor Representative working at Oakbourne Advisors in Philadelphia, PA and has over 14 years of experience in the finance industry.

2
Christopher Griest, financial advisor Hackettstown NJ
Christopher M. Griest
CRD#: 6094720
1605 Route 517, Hackettstown, NJ 07840

Christopher Griest (CRD# 6094720) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 8 years of experience in the finance industry.

3
Corey Macdougall, financial advisor Hackettstown NJ
Corey R. Macdougall
CRD#: 6414208
1605 Route 517, Hackettstown, NJ 07840

Corey Macdougall (CRD# 6414208) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 8 years of experience in the finance industry.

4
John Paoloni, financial advisor Hackettstown NJ
John K. Paoloni
CRD#: 1127270
1605 Route 517, Hackettstown, NJ 07840

John Paoloni (CRD# 1127270) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 40 years of experience in the finance industry.

5
Andrew Peters, financial advisor Hackettstown NJ
Andrew J. Peters
CRD#: 5548991
1605 Route 517, Hackettstown, NJ 07840

Andrew Peters (CRD# 5548991) is an Investment Advisor Representative working at Oakbourne Advisors in Hackettstown, NJ and has over 14 years of experience in the finance industry.

6
Matthew Ryba, financial advisor West Chester PA
Matthew J. Ryba
CRD#: 5714748
2 West Market Street, Suite 1, West Chester, PA 19382

Matthew Ryba (CRD# 5714748) is an Investment Advisor Representative working at Oakbourne Advisors in West Chester, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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