Tranquility Path Investment Advisors, LLC

Tranquility Path Investment Advisors, LLC (CRD# 156518) is a financial advisory firm headquartered in Matawan, NJ. They manage $11,500,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $74,194
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

NJ

Financial Advisors at Tranquility Path Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Henry M. Zupko
CRD#: 1397485
100 Matawan Road, Suite 180, Matawan, NJ 07747
96
Wealthminder
score

Henry Zupko (CRD# 1397485) is an Investment Advisor Representative working at Tranquility Path Investment Advisors, LLC in Matawan, NJ and has over 31 years of experience in the finance industry. Henry Zupko 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
Oscar J. Casas
CRD#: 6083638
100 Matawan Road, Suite 180, Matawan, NJ 07747
90
Wealthminder
score

Oscar Casas (CRD# 6083638) is an Investment Advisor Representative working at Tranquility Path Investment Advisors, LLC in Matawan, NJ and has over 4 years of experience in the finance industry.

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