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 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
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

James Colleary
Chief Compliance OfficerCRD 5844640

Matthew Stroup
CEO, Chief Investment Officer, Co-FounderCRD 873856
Contacts
3 of 76
Jeffrey Lapetina Mafuz
Financial AdvisorCRD 5759054

Antonio Suarez-borelli
AdministrationCRD 5291042
Gustavo Velazquez Melendez
Registered RepresentativeCRD 4477946
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
Similar firms
Pershing Advisor Solutions LLC
Broker-DealerJersey City, NJ
The Jeffrey Matthews Financial Group, L.L.C.
Broker-DealerFlorham Park, NJ
Darwood Associates Incorporated
Broker-DealerHillsborough, NJ
Celadon Financial Group LLC
Broker-DealerMorristown, NJ
ADP Broker-Dealer, Inc.
Broker-DealerRoseland, NJ
Navaid Financial Services, Inc.
Broker-DealerHaddonfield, NJ