Wiss Private Client Advisors, LLC

Wiss Private Client Advisors, LLC (CRD# 286319) is a financial advisory firm headquartered in Florham Park, NJ. They manage $539,700,078 in 486 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $1,110,494
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Wiss Private Client Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephanie F. Hughes
CRD#: 6238388
100 Campus Drive, W Suite 400, Florham Park, NJ 07932

Stephanie Hughes (CRD# 6238388) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 10 years of experience in the finance industry.

2
John R. Hounsell
CRD#: 7529040
100 Campus Drive, W Suite 400, Florham Park, NJ 07932

John Hounsell (CRD# 7529040) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 2 years of experience in the finance industry.

3
Chirag D. Sharma Ratanpal
CRD#: 7284799
100 Campus Drive, W Suite 400, Florham Park, NJ 07932

Chirag Sharma Ratanpal (CRD# 7284799) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 3 years of experience in the finance industry.

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