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 and operates as an independent broker-dealer. According to the snapshot data, the firm has been registered with the SEC since 1992 and is owned by an individual rather than a corporate parent. The firm is not identified as a capital allocator, and the profile flags that it is not an active ESG investor and is not designated as a multi-state adviser or a pension consultant. Available fields for business activities and advisory services were not populated, so there is no public detail here on product menus, advisory models, platform economics, or client segments. The lack of entries for advisory activity suggests the firm’s public profile centers on broker-dealer functions rather than a defined registered investment adviser platform.
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 77
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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