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 16 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 23 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 3 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 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.