Washington Crossing Advisors LLC

Washington Crossing Advisors LLC (CRD# 281511) is a financial advisory firm headquartered in Morristown, NJ. They manage $1,944,104,234 in 3,243 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
305 Madison Avenue, Suite 200, Morristown, NJ 07960
http://www.washingtoncrossingadvisors.com
By the Numbers
  • Total Assets Under Management
    1,944
    MILLION
  • Total Number of Accounts
    3,243
    ACCOUNTS
  • Average Account Value
    $599,477
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Washington Crossing Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Battipaglia, financial advisor Morristown NJ
Matthew Battipaglia
CRD#: 5407924
305 Madison Avenue, Suite 200, Morristown, NJ 07960

Matthew Battipaglia (CRD# 5407924) is an Investment Advisor Representative working at Washington Crossing Advisors LLC in Morristown, NJ and has over 7 years of experience in the finance industry.

2
Kevin Caron, financial advisor Morristown NJ
Kevin R. Caron
CRD#: 2263747
305 Madison Avenue, Suite 200, Morristown, NJ 07960

Kevin Caron (CRD# 2263747) is an Investment Advisor Representative working at Washington Crossing Advisors LLC in Morristown, NJ and has over 30 years of experience in the finance industry.

3
Steven Lerit, financial advisor Florham Park NJ
Steven J. Lerit
CRD#: 6066704
18 Columbia Turnpike, Florham Park, NJ 07932

Steven Lerit (CRD# 6066704) is an Investment Advisor Representative working at Washington Crossing Advisors LLC in Florham Park, NJ and has over 11 years of experience in the finance industry.

4
Chad Morganlander, financial advisor Morristown NJ
Chad A. Morganlander
CRD#: 2363211
305 Madison Avenue, Suite 200, Morristown, NJ 07960

Chad Morganlander (CRD# 2363211) is an Investment Advisor Representative working at Washington Crossing Advisors LLC in Morristown, NJ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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