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 operates as an independent broker-dealer. The firm has been registered since 1992 and is privately owned by an individual. It does not function as a capital allocator and does not report being an active ESG investor. The firm is also not identified as a multi-state adviser, a pension consultant, or a related adviser. Available records do not detail the firm's advisory business model, fee structure, client segments, or specific investment activities; its public profile is limited to organizational and regulatory classification rather than investment program disclosures.
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 5GREGORY HORNE
CEO & FounderCRD 5694628
MATTHEW STROUP
CEO, Chief Investment Officer, Co-FounderCRD 873856
MICHAEL KARALEWICH
Chief Executive OfficerCRD 2910052
Contacts
3 of 77ROBERTO 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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