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 operates as an independent broker-dealer. The firm has been registered since 1992 and is privately owned by an individual. It does not function as a capital allocator and does not report being an active ESG investor. The firm is also not identified as a multi-state adviser, a pension consultant, or a related adviser. Available records do not detail the firm's advisory business model, fee structure, client segments, or specific investment activities; its public profile is limited to organizational and regulatory classification rather than investment program disclosures.

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

    CEO & FounderCRD 5694628

  • MATTHEW STROUP

    CEO, Chief Investment Officer, Co-FounderCRD 873856

  • MICHAEL KARALEWICH

    Chief Executive OfficerCRD 2910052

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Contacts

3 of 77
  • ROBERTO FERIA CESTERO

    Senior Vice PresidentCRD 3266245

  • 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