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8 Whitehall Rd, Suite 200B, Towaco, NJ 07082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-06 |
| NJ | RA | APPROVED | 2020-12-08 |
Branch Locations
8 Whitehall Rd, Suite 200B, Towaco, NJ 07082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachtel Capital Management, Llc | Montville | NJ | 05/2009 | 10/2019 |
| Fortune Financial Services, Inc. | Monaca | PA | 05/2015 | 03/2018 |
| Wachtel Capital Advisors, Llc | Pine Brook | NJ | 05/2009 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 03/2018 | 06/2024 |
| Aurora Private Wealth | Rockaway | NJ | 05/2018 | 04/2021 |
2. Wachtel Capital Advisors, LLC; investment related; using d/b/a for investment, insurance, etc. located at 18 Hook Mountain Road, Suite 200, Pine Brook, NJ 07058; Duties: offering investment advice to clients on a fee only basis; Start date: 3/1/09; title: Owner. 1. Wachtel Capital Management, LLC, non-investment related; 18 Hook Mountain Rd, Suite 200, Pine Brook, NJ 07058; service/Duties: collect rent payable from subleasing of available offices in suite that is rented to Wachtel Capital Management; Start date: 11/1/08; title: Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-05 |
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