Wbi Investments, Inc.

Wbi Investments, Inc. (CRD# 106336) is a financial advisory firm headquartered in Red Bank, NJ. They manage $3,068,700,000 in 11,686 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,069
    MILLION
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
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.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wbi Investments, Inc.
Showing 1 - 10 of 31 top financial advisors.
1
Robert Confessore
CRD#: 1156068
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701
96
Wealthminder
score

Robert Confessore (CRD# 1156068) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 22 years of experience in the finance industry. Robert Confessore 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
William F. Gallagher
CRD#: 4520337
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701
96
Wealthminder
score

William Gallagher (CRD# 4520337) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 13 years of experience in the finance industry. William Gallagher 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
Donald R. Schreiber
CRD#: 1076885
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
96
Wealthminder
score

Donald Schreiber (CRD# 1076885) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry. Donald Schreiber 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
Gary E. Stroik
CRD#: 2030206
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
96
Wealthminder
score

Gary Stroik (CRD# 2030206) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 24 years of experience in the finance industry. Gary Stroik 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
David B. Angeli
CRD#: 5742843
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

David Angeli (CRD# 5742843) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 6 years of experience in the finance industry.

6
Cynthia R. Bonna
CRD#: 5897597
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

Cynthia Bonna (CRD# 5897597) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 5 years of experience in the finance industry.

7
Daniel E. Colluccio
CRD#: 5015215
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

Daniel Colluccio (CRD# 5015215) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 10 years of experience in the finance industry.

8
Michael Cuniglio
CRD#: 5023087
One River Centre - 331 Newman Springs Road, Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

Michael Cuniglio (CRD# 5023087) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 10 years of experience in the finance industry.

9
Justin J. Esposito
CRD#: 5645246
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

Justin Esposito (CRD# 5645246) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 7 years of experience in the finance industry.

10
William T. Gerics
CRD#: 5402059
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701
93
Wealthminder
score

William Gerics (CRD# 5402059) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 9 years of experience in the finance industry.

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