The Investment Advisor Alliance LLC

The Investment Advisor Alliance LLC (CRD# 125185) is a financial advisory firm headquartered in Harrington Park, NJ. They manage $53,858,040 in 379 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $142,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, CO, CT, FL, NJ, NV, NY, SC

Financial Advisors at The Investment Advisor Alliance LLC
Showing 1 - 9 of 9 top financial advisors.
1
Manuel A. Martinez
CRD#: 4838649
886 Johnnie Dodds Blvd, Suite 204, Mount Pleasant, SC 29464
96
Wealthminder
score

Manuel Martinez (CRD# 4838649) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Mount Pleasant, SC and has over 12 years of experience in the finance industry. Manuel Martinez 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.

2
Eugene W. Novitski
CRD#: 1679236
Belle Mead, NJ
96
Wealthminder
score

Eugene Novitski (CRD# 1679236) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Belle Mead, NJ and has over 29 years of experience in the finance industry. Eugene Novitski 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
Christopher L. Price
CRD#: 4468600
Montgomery, NY
96
Wealthminder
score

Christopher Price (CRD# 4468600) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Montgomery, NY and has over 15 years of experience in the finance industry.

4
David J. Armbruster
CRD#: 5564750
89 B, Suite 354, Summerville, SC 29485
93
Wealthminder
score

David Armbruster (CRD# 5564750) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Summerville, SC and has over 8 years of experience in the finance industry.

5
Robert Keeler
CRD#: 4308243
Harrington Park, NJ
93
Wealthminder
score

Robert Keeler (CRD# 4308243) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Harrington Park, NJ and has over 14 years of experience in the finance industry.

6
Paul F. Kohn
CRD#: 5761826
Allendale, NJ
93
Wealthminder
score

Paul Kohn (CRD# 5761826) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Allendale, NJ and has over 6 years of experience in the finance industry.

7
Lawrence I. Weinman
CRD#: 1495844
Harrington Park, NJ
93
Wealthminder
score

Lawrence Weinman (CRD# 1495844) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Harrington Park, NJ and has over 19 years of experience in the finance industry.

8
Eric C. Jackson
CRD#: 4800296
9475 Briar Village Pt Ste 325, Colorado Springs, CO 80920
84
Wealthminder
score

Eric Jackson (CRD# 4800296) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Colorado Springs, CO and has over 12 years of experience in the finance industry. Eric Jackson 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.

9
James A. Queen
CRD#: 1559196
5023 North Parkway Calabasas, Calabasas, CA 91302
63
Wealthminder
score

James Queen (CRD# 1559196) is an Investment Advisor Representative working at The Investment Advisor Alliance LLC in Calabasas, CA and has over 12 years of experience in the finance industry.

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