Private Portfolio Partners, LLC

Private Portfolio Partners, LLC (CRD# 165616) is a financial advisory firm headquartered in Paramus, NJ. They manage $155,800,000 in 720 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $216,389
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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, FL, MA, NC, NE, NJ, NY, SC, TX

Financial Advisors at Private Portfolio Partners, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Paul D. Jetter
CRD#: 1077783
960 Holmdel Road, Building #2, Floor #1, Holmdel, NJ 07733
96
Wealthminder
score

Paul Jetter (CRD# 1077783) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 28 years of experience in the finance industry. Paul Jetter 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
Michael S. Poggi
CRD#: 3188295
61-r North Main Street, Suite #3, East Longmeadow, MA 01028
96
Wealthminder
score

Michael Poggi (CRD# 3188295) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in East Longmeadow, MA and has over 17 years of experience in the finance industry. Michael Poggi 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
Robert W. Quinlan
CRD#: 4182804
1415 Pippin Drive, Manasquan, NJ 08736
96
Wealthminder
score

Robert Quinlan (CRD# 4182804) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Manasquan, NJ and has over 16 years of experience in the finance industry. Robert Quinlan 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
Kurt P. Schroeder
CRD#: 2120598
745 Route 202/206, Suite 305, Bridgewater, NJ 08807
96
Wealthminder
score

Kurt Schroeder (CRD# 2120598) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Bridgewater, NJ and has over 18 years of experience in the finance industry. Kurt Schroeder 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
James W. Van Metter
CRD#: 2437634
461 From Road, Mack Cali Vi, Suite 385, Paramus, NJ 07652
96
Wealthminder
score

James Van Metter (CRD# 2437634) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 22 years of experience in the finance industry. James Van Metter 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.

6
Bradley J. Bolnick
CRD#: 5597614
Randolph, NJ
93
Wealthminder
score

Bradley Bolnick (CRD# 5597614) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Randolph, NJ and has over 8 years of experience in the finance industry.

7
Keith T. Brothers
CRD#: 5403898
376 Main Street, Suite 100, Bedminster, NJ 07921
93
Wealthminder
score

Keith Brothers (CRD# 5403898) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Bedminster, NJ and has over 7 years of experience in the finance industry.

8
Michael P. Capriotti
CRD#: 4533812
1028 E. Landis Avenue, Vineland, NJ 08360
93
Wealthminder
score

Michael Capriotti (CRD# 4533812) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Vineland, NJ and has over 13 years of experience in the finance industry.

9
Domenica Caruso
CRD#: 3156870
245 Saw Mill River Rd, Hawthorne, NY 10532
93
Wealthminder
score

Domenica Caruso (CRD# 3156870) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Hawthorne, NY and has over 17 years of experience in the finance industry.

10
Michael E. Di Lorenzo
CRD#: 4505415
461 From Road, Mack Cali Vi, Suite 385, Paramus, NJ 07652
93
Wealthminder
score

Michael Di Lorenzo (CRD# 4505415) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 14 years of experience in the finance industry.

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