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 a corporation that operates as an independent broker‑dealer and is individually owned. The firm is registered with the SEC as of 1992. Its filing flags indicate it does not act as a capital allocator — it does not appear to manage or commit proprietary pooled capital on a discretionary basis — and it is not designated as a multi‑state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor. The organization has not supplied public detail about its business lines, advisory activities, fee schedules, or client segments. That lack of disclosure limits visibility into how the broker‑dealer supports advisors or clients, what products it emphasizes, and whether it provides custody, discretionary portfolio management, or wealth‑planning services.
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

James Colleary
Chief Compliance OfficerCRD 5844640

Matthew Stroup
CEO, Chief Investment Officer, Co-FounderCRD 873856
Contacts
3 of 76
Jeffrey Lapetina Mafuz
Financial AdvisorCRD 5759054

Antonio Suarez-borelli
AdministrationCRD 5291042
Gustavo Velazquez Melendez
Registered RepresentativeCRD 4477946
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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