Wbi Investments, LLC

Wbi Investments, LLC (CRD# 106336) is a financial advisory firm headquartered in Red Bank, NJ. They manage $581,756,275 in 1,569 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    582
    MILLION
  • Total Number of Accounts
    1,569
    ACCOUNTS
  • Average Account Value
    $370,782
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Wbi Investments, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert J. Confessore
CRD#: 1156068
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701

Robert Confessore (CRD# 1156068) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 29 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 T. Gerics
CRD#: 5402059
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701

William Gerics (CRD# 5402059) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 16 years of experience in the finance industry.

3
Robert D. Morgan
CRD#: 1651170
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701

Robert Morgan (CRD# 1651170) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 36 years of experience in the finance industry.

4
Donald R. Schreiber
CRD#: 1076885
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701

Donald Schreiber (CRD# 1076885) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 30 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.

5
Matthew E. Schreiber
CRD#: 5614890
One River Center, 331 Newman Springs Road Suite 122, Red Bank, NJ 07701

Matthew Schreiber (CRD# 5614890) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 15 years of experience in the finance industry.

6
Jason Thostesen
CRD#: 5874234
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701

Jason Thostesen (CRD# 5874234) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

7
Steven A. Van Solkema
CRD#: 3144017
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ 07701

Steven Van Solkema (CRD# 3144017) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.