Nationwide Planning Associates Inc.

Broker-DealerFINRA MemberEst. 1992
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 a corporation that operates as an independent broker‑dealer and is individually owned. The firm is registered with the SEC as of 1992. Its filing flags indicate it does not act as a capital allocator — it does not appear to manage or commit proprietary pooled capital on a discretionary basis — and it is not designated as a multi‑state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor. The organization has not supplied public detail about its business lines, advisory activities, fee schedules, or client segments. That lack of disclosure limits visibility into how the broker‑dealer supports advisors or clients, what products it emphasizes, and whether it provides custody, discretionary portfolio management, or wealth‑planning services.

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

  • 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

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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