Smallwood Wealth Management

Smallwood Wealth Management (CRD# 288663) is a financial advisory firm headquartered in Red Bank, NJ. They manage $262,572,352 in 874 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
199 Broad Street, Red Bank, NJ 07701
https://smallwoodassociates.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $300,426
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, GA, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Smallwood Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Edward Bao, financial advisor Red Bank NJ
Edward E. Bao
CRD#: 1281854
199 Broad Street, Red Bank, NJ 07701

Edward Bao (CRD# 1281854) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 15 years of experience in the finance industry.

2
Christine Flynn, financial advisor Red Bank NJ
Christine Flynn
CRD#: 6605210
199 Broad Street, Red Bank, NJ 07701

Christine Flynn (CRD# 6605210) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 8 years of experience in the finance industry.

3
John Smallwood, financial advisor Red Bank NJ
John L. Smallwood
CRD#: 2132725
199 Broad Street, Red Bank, NJ 07701

John Smallwood (CRD# 2132725) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 31 years of experience in the finance industry.

4
Traci Kelly, financial advisor Red Bank NJ
Traci L. Kelly
CRD#: 5656259
199 Broad Street, Red Bank, NJ 07701

Traci Kelly (CRD# 5656259) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 13 years of experience in the finance industry.

5
Robert Marks, financial advisor Red Bank NJ
Robert D. Marks
CRD#: 6821354
199 Broad Street, Red Bank, NJ 07701

Robert Marks (CRD# 6821354) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has over 2 years of experience in the finance industry.

6
Christopher Smallwood, financial advisor Red Bank NJ
Christopher J. Smallwood
CRD#: 7135121
199 Broad Street, Red Bank, NJ 07701

Christopher Smallwood (CRD# 7135121) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has 1 year of experience in the finance industry.

7
John Smallwood, financial advisor Red Bank NJ
John L. Smallwood
CRD#: 6363472
199 Broad Street, Red Bank, NJ 07701

John Smallwood (CRD# 6363472) is an Investment Advisor Representative working at Smallwood Wealth Management in Red Bank, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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