Park Piedmont Advisors LLC

Park Piedmont Advisors LLC (CRD# 129451) is a financial advisory firm headquartered in Edgewater, NJ. They manage $399,661,000 in 1,179 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • Total Number of Accounts
    1,179
    ACCOUNTS
  • Average Account Value
    $338,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, DC, FL, IL, NJ, NY, OR, TX, VT

Financial Advisors at Park Piedmont Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas L. Levinson
CRD#: 3022189
Piedmont, CA
96
Wealthminder
score

Nicholas Levinson (CRD# 3022189) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Piedmont, CA and has over 17 years of experience in the finance industry. Nicholas Levinson 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
Stuart D. Greenberg
CRD#: 4919584
500 Morris Avenue, Springfield, NJ 07081
93
Wealthminder
score

Stuart Greenberg (CRD# 4919584) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Springfield, NJ and has over 13 years of experience in the finance industry.

3
George J. Gotthold
CRD#: 4460519
368 West 9th Street, Ship Bottom, NJ 08008
90
Wealthminder
score

George Gotthold (CRD# 4460519) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Ship Bottom, NJ and has 1 year of experience in the finance industry. George Gotthold 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
Lawrence H. Mandell
CRD#: 6212064
North Middlesex, VT
89
Wealthminder
score

Lawrence Mandell (CRD# 6212064) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in North Middlesex, VT and has over 4 years of experience in the finance industry.

5
Thomas M. Levinson
CRD#: 6416322
Chicago, IL
88
Wealthminder
score

Thomas Levinson (CRD# 6416322) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Chicago, IL and has over 2 years of experience in the finance industry.

6
Richard A. Backer
CRD#: 5137335
110 West 40th Street, Suite 201, New York, NY 10018
87
Wealthminder
score

Richard Backer (CRD# 5137335) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.