Stonegate Wealth Management, LLC

Stonegate Wealth Management, LLC (CRD# 121412) is a financial advisory firm headquartered in Oakland, NJ. They manage $113,774,000 in 455 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $250,053
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
  • Publication of periodicals or newsletters
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.

FL, NJ, NY, TX

Financial Advisors at Stonegate Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Stephen C. Craffen
CRD#: 1853502
393 Ramapo Valley Road, Oakland, NJ 07436
98
Wealthminder
score

Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.

2
Thomas J. Geraghty
CRD#: 4348159
393 Ramapo Valley Road, Oakland, NJ 07436
96
Wealthminder
score

Thomas Geraghty (CRD# 4348159) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 17 years of experience in the finance industry. Thomas Geraghty 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
Gary H. Hirsh
CRD#: 2298817
393 Ramapo Valley Road, Oakland, NJ 07436
96
Wealthminder
score

Gary Hirsh (CRD# 2298817) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 24 years of experience in the finance industry. Gary Hirsh 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
Dean Shah
CRD#: 6157212
393 Ramapo Valley Road, Oakland, NJ 07436
93
Wealthminder
score

Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 4 years of experience in the finance industry. Dean Shah 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
Alison A. Williams
CRD#: 6001383
393 Ramapo Valley Road, Oakland, NJ 07436
93
Wealthminder
score

Alison Williams (CRD# 6001383) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 5 years of experience in the finance industry. Alison Williams 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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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.