SMOLIN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- PARSIPPANY, New Jersey
- CRD number
- 170081
- Website
- www.smolin.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
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 3PAUL FRIED
CEOCRD 6281222
Theodore Byer
Managing Member And Chief Compliance OfficerCRD 4715882
SALVATORE BURSESE
Chief Operating OfficerCRD 6281213
Contacts
3 of 14CARLOS FERRER
MemberCRD 6281220
DAVID MOLINARO
Staff AccountantCRD 4639864
MICHAEL KAPLAN
Member of the FirmCRD 8067233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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