Regency Wealth Management

Regency Wealth Management (CRD# 131208) is a financial advisory firm headquartered in Ramsey, NJ. They manage $220,000,000 in 753 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    753
    ACCOUNTS
  • Average Account Value
    $292,165
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
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.

MI, NC, NJ, NY

Financial Advisors at Regency Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Andrew M. Aran
CRD#: 2025715
500 North Franklin Turnpike, Ramsey, NJ 07446
103
Wealthminder
score

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.

2
Bryan D. Kabot
CRD#: 4685964
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446
96
Wealthminder
score

Bryan Kabot (CRD# 4685964) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 14 years of experience in the finance industry. Bryan Kabot 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
Timothy G. Parker
CRD#: 2783267
500 North Franklin Tpke, Suite 212, Ramsey, NJ 07446
96
Wealthminder
score

Timothy Parker (CRD# 2783267) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 21 years of experience in the finance industry.

4
Mark D. Reitsma
CRD#: 4428584
500 North Franklin Turnpike, Suite 212, Ramsey, NJ 07446
96
Wealthminder
score

Mark Reitsma (CRD# 4428584) is an Investment Advisor Representative working at Regency Wealth Management in Ramsey, NJ and has over 16 years of experience in the finance industry. Mark Reitsma 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.

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