Stephanie
Hughes
Wiss Private Client Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephanie Hughes is a financial advisor based in Florham Park, New Jersey, with 5 years of industry experience. Hughes is an employee of Wiss Private Client Advisors, LLC. Throughout their career, Hughes has worked at Bnp Paribas, Ubs Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Wiss Private Client Advisors, LLC. Hughes has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Wiss Private Client Advisors, LLC is a registered investment company that has its headquarters in Florham Park, NJ. It has a total of nine financial advisors. It controls $247 million in assets under management between its 427 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 427 accounts, 73% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types billed by Wiss Private Client Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wiss Private Client Advisors, LLC Brokerage Details
$246,820,019
9
427
$578,033
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephanie Hughes Work History
Stephanie has been registered as a financial advisor for 5 years.*
Wiss Private Client Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Ubs Financial Services Inc
Bnp Paribas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Hughes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wiss Private Client Advisors, LLC
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.