Nationwide Planning Associates Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
82
Avg account
$0

Firm details

Headquarters
Fair Lawn, New Jersey
CRD number
31029
Registered since
November 18, 1992

Firm profile

FINTRX

Overview

Nationwide Planning Associates Inc. is organized as a corporation that functions as an independent broker‑dealer. The firm has been SEC-registered since 1992 and is owned by an individual. FINTRX flags indicate it is not a capital allocator and is not identified as an active ESG investor; it is also not designated as a multi‑state adviser, a pension consultant, a related adviser, or a newly formed adviser. Given its independent broker‑dealer classification, the firm’s primary role on the platform is likely centered on brokerage and product distribution for affiliated advisors rather than acting as a centralized asset manager. The available attributes point to a long-established, privately owned broker‑dealer structure rather than a multi‑state RIA or institutional allocator.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Gregory Horne

    Gregory Horne

    CEO & FounderCRD 5694628

  • Matthew Stroup

    Matthew Stroup

    CEO, Chief Investment Officer, Co-FounderCRD 873856

  • Michael Karalewich

    Michael Karalewich

    Chief Executive OfficerCRD 2910052

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Contacts

3 of 77
  • Roberto Feria Cestero

    Roberto Feria Cestero

    Senior Vice PresidentCRD 3266245

  • Eric Lerner

    Eric Lerner

    PresidentCRD 1914242

  • Manuel Escobar

    Investment AdvisorCRD 1014769

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth