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 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

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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

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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

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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