Regency Wealth Management

Regency Wealth Management (CRD# 131208) is a financial advisory firm headquartered in Ramsey, NJ. They manage $448,324,293 in 1,094 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    448
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $409,803
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MI, NC, NJ, NY, PA

Financial Advisors at Regency Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Mark M. Andraos
CRD#: 6132242
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446

Mark Andraos (CRD# 6132242) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 11 years of experience in the finance industry.

2
Andrew M. Aran
CRD#: 2025715
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446

Andrew Aran (CRD# 2025715) is an Investment Advisor Representative working at Regency Wealth Management in Midland Park, NJ and has over 30 years of experience in the finance industry.

3
Bryan D. Kabot
CRD#: 4685964
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446

Bryan Kabot (CRD# 4685964) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 20 years of experience in the finance industry.

4
Timothy G. Parker
CRD#: 2783267
500 North Franklin Tpke, Suite 212, Ramsey, NJ 07446

Timothy Parker (CRD# 2783267) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 27 years of experience in the finance industry.

5
Mark D. Reitsma
CRD#: 4428584
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446

Mark Reitsma (CRD# 4428584) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 22 years of experience in the finance industry.

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