Paul
Criscione

Royal Alliance Associates, Inc

CRD#3160401
Investment Advisor
in Holmdel, NJ

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About this Advisor

Paul Criscione is a financial advisor working in Holmdel, New Jersey, who has been in the industry for 10 years. Criscione currently works for Royal Alliance Associates, Inc. They have been employed by Royal Alliance Associates, Inc for their entire career. Criscione has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Royal Alliance Associates, Inc is a financial advisory company operating out of Holmdel, New Jersey. The investment advisory business has offices in 905 locations and a total of 3,849 financial advisors. It has $28 billion in assets under management across its 112,286 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 134 charitable organizations. Of its 112,286 client accounts, 18% belong to high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

960 Holmdel Road Bldg. 1, Suite D
Holmdel, NJ 07733

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

NJ Average: $10,121,009,343
Total Number of Employees

3,849

NJ Average: 92
Total Number of Accounts

112,286

NJ Average: 6,978
Average Account Size

$251,584

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Paul Criscione Work History

Paul has 10 years of experience.

2012 - Present (10 years)

Royal Alliance

Disclosures

Paul Criscione has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Matthew Hall
Raleigh, NC
Gregory Fockler
Toledo, OH
Terry Nordmeyer
Kankakee, IL
Kathryn Higgins
Fairport, NY
Donna Tso
Honolulu, HI
Grant Hartwell
Torrance, CA
Herbert Scheffler
Stevensville, MI
Jerry Cline
Salem, SC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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