Tradition Capital Management LLC

Tradition Capital Management LLC (CRD# 113755) is a financial advisory firm headquartered in Summit, NJ. They manage $528,403,921 in 783 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    528
    MILLION
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $674,845
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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, CT, DC, DE, FL, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TX, VA, VT

Financial Advisors at Tradition Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin C. Halliburton
CRD#: 1600144
86 Summit Ave, Summit, NJ 07901
101
Wealthminder
score

Benjamin Halliburton (CRD# 1600144) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has over 30 years of experience in the finance industry.

2
Casey J. Wieczorek
CRD#: 5240482
129 Summit Avenue, Summit, NJ 07901
101
Wealthminder
score

Casey Wieczorek (CRD# 5240482) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has over 10 years of experience in the finance industry. Casey Wieczorek 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 J. Trompeter
CRD#: 2591353
86 Summit Ave, Summit, NJ 07901
96
Wealthminder
score

Christopher Trompeter (CRD# 2591353) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has over 22 years of experience in the finance industry.

4
Frani M. Feit
CRD#: 6130182
129 Summit Avenue, Summit, NJ 07901
90
Wealthminder
score

Frani Feit (CRD# 6130182) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has 1 year of experience in the finance industry. Frani Feit 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
Michael C. Provine
CRD#: 4421863
129, Summit Avenue, Summit, NJ 07901
87
Wealthminder
score

Michael Provine (CRD# 4421863) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has 1 year 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.