Nationwide Planning Associates Inc.
Firm details
- Headquarters
- Fair Lawn, New Jersey
- CRD number
- 31029
- Registered since
- November 18, 1992
- Website
- nationwideplanning.com
Firm profile
FINTRXOverview
Nationwide Planning Associates Inc. is organized as a corporation that functions as an independent broker-dealer. The firm holds SEC registration dating to 1992 and is owned by an individual. In the provided data it is not identified as a capital allocator, not marked as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Specific business activities, advisory services, and client segmentation were not provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Gregory Horne
CEO & FounderCRD 5694628
Matthew Stroup
CEO, Chief Investment Officer, Co-FounderCRD 873856
Michael Karalewich
Chief Executive OfficerCRD 2910052
Contacts
3 of 76
Roberto Feria Cestero
Senior Vice PresidentCRD 3266245
Eric Lerner
PresidentCRD 1914242
Manuel Escobar
Investment AdvisorCRD 1014769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fair Lawn, NJ
Bergen
Location
Fair Lawn, NJ
Headquartered in Fair Lawn, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 32 16 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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