Nationwide Planning Associates Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
81
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 under individual ownership. Public data on the firm is sparse: it does not present itself as a capital allocator, it does not identify as an active ESG investor, and it is not categorized as a multi-state or newly formed adviser. The snapshot also flags that it is not positioned as a pension consultant or a related adviser. The firm has not provided substantive public detail about its advisory activities, fee schedules, or target client segments. That limited disclosure makes it difficult to assess its product mix, distribution approach, or the specific services it offers to advisors and clients beyond its broker-dealer classification.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Gregory Horne

    Gregory Horne

    CEO & FounderCRD 5694628

  • James Colleary

    James Colleary

    Chief Compliance OfficerCRD 5844640

  • Matthew Stroup

    Matthew Stroup

    CEO, Chief Investment Officer, Co-FounderCRD 873856

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Contacts

3 of 76
  • Jeffrey Lapetina Mafuz

    Jeffrey Lapetina Mafuz

    Financial AdvisorCRD 5759054

  • Antonio Suarez-borelli

    Antonio Suarez-borelli

    AdministrationCRD 5291042

  • Gustavo Velazquez Melendez

    Registered RepresentativeCRD 4477946

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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