Regentatlantic

Regentatlantic (CRD# 105995) is a financial advisory firm headquartered in Morristown, NJ. They manage $3,032,268,109 in 1,536 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,032
    MILLION
  • Total Number of Accounts
    1,536
    ACCOUNTS
  • Average Account Value
    $1,974,133
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
  • Educational seminars/workshops
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, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, NC, NE, NH, NJ, NY, PA, RI, SC, TX, VA, WA

Financial Advisors at Regentatlantic
Showing 1 - 10 of 26 top financial advisors.
1
Gerald M. Korey
CRD#: 5849655
1200 Mount Kemble Ave, Morristown, NJ 07960
103
Wealthminder
score
Gerald Korey (CRD# 5849655) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 3 years of experience in the finance industry. Gerald Korey 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jane P. Newton
CRD#: 5118372
1200 Mount Kemble Ave, Morristown, NJ 07960
103
Wealthminder
score

Jane Newton (CRD# 5118372) is a Managing Partner and Wealth Advisor  at Regentatlantic in Morristown, NJ, with over 10 years of experience as an advisor and over 25 years in the financial services industry. 

3
Gregory R. Allison
CRD#: 4613425
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

Gregory Allison (CRD# 4613425) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 14 years of experience in the finance industry. Gregory Allison 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
Jason B. Beene
CRD#: 4613477
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

Jason Beene (CRD# 4613477) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 14 years of experience in the finance industry. Jason Beene 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
Andrew S. Byers
CRD#: 4070190
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

Andrew Byers (CRD# 4070190) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 17 years of experience in the finance industry. Andrew Byers 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
James J. Ciprich
CRD#: 4586287
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

James Ciprich (CRD# 4586287) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 15 years of experience in the finance industry. James Ciprich 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.

7
Christopher J. Cordaro
CRD#: 1247601
1 Main Street, Chatham, NJ 07928
96
Wealthminder
score

Christopher Cordaro (CRD# 1247601) is an Investment Advisor Representative working at Regentatlantic in Chatham, NJ and has over 33 years of experience in the finance industry. Christopher Cordaro 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.

8
Brian A. Kazanchy
CRD#: 5118429
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

Brian Kazanchy (CRD# 5118429) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 15 years of experience in the finance industry.

9
Chadderdon W. O'brien
CRD#: 5626208
1200 Mount Kemble Ave, Morristown, NJ 07960
96
Wealthminder
score

Chadderdon O'brien (CRD# 5626208) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 8 years of experience in the finance industry. Chadderdon O'brien 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.

10
Jeffrey T. Boyer
CRD#: 5246815
1200 Mount Kemble Ave, Morristown, NJ 07960
93
Wealthminder
score

Jeffrey Boyer (CRD# 5246815) is an Investment Advisor Representative working at Regentatlantic in Morristown, NJ and has over 10 years of experience in the finance industry.

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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.