SMOLIN WEALTH ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
17

Firm details

Headquarters
PARSIPPANY, New Jersey
CRD number
170081
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Smolin Wealth Advisors, LLC operates as a limited liability company that functions primarily as a capital allocator and as a selector of outside advisers. The firm’s stated business activity centers on sourcing and appointing third‑party investment managers rather than running large in‑house active management platforms. Fee arrangements are listed as “other,” indicating a non‑standard or negotiable billing approach rather than a strictly asset‑based or commission model. The firm does not identify as an ESG investor and is not registered as a multi‑state adviser; it also does not report pension consulting or related‑adviser activity. An accounting professional relationship is noted among its industry affiliations, which suggests reliance on external tax or accounting support for client work or back‑office functions.

Assets & Accounts

Investments & Alternatives

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 3
  • PAUL FRIED

    CEOCRD 6281222

  • Theodore Byer

    Managing Member And Chief Compliance OfficerCRD 4715882

  • SALVATORE BURSESE

    Chief Operating OfficerCRD 6281213

Contacts

3 of 14
  • CARLOS FERRER

    MemberCRD 6281220

  • DAVID MOLINARO

    Staff AccountantCRD 4639864

  • MICHAEL KAPLAN

    Member of the FirmCRD 8067233

Unlock 11 more contacts

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

PARSIPPANY, NJ

MORRIS

Location

PARSIPPANY, NJ

Headquartered in PARSIPPANY, 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
MORRIS
Address
10 Waterview Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth