Best Investors Account Sign in
Inactive

Dennis Delaney Mcnamara

Whealth Advisors

Red Bank, NJ

Claim This Profile
Current Employers
Whealth Advisors

43 W Front St, Ste 16, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-08
NJ RA APPROVED 2019-07-18
  • NY RA
    APPROVED
    Since 2021-08-08
  • NJ RA
    APPROVED
    Since 2019-07-18

Branch Locations

43 W Front St, Ste 16, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Parsippany NJ 01/2015 09/2016
Lighthouse Financial Advisors Red Bank NJ 09/2016 05/2019
Whealth Advisors Red Bank NJ 06/2019 Present
  • 01/2015 → 09/2016
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 09/2016 → 05/2019
    Lighthouse Financial Advisors
    Red Bank, NJ
  • 06/2019 → Present
    Whealth Advisors
    Red Bank, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-29
  • S66 Uniform Combined State Law Examination
    2015-09-29
Designations

View on SEC IAPD

Other Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC
WBI INVESTMENTS, LLC
PRINCETON CAPITAL MANAGEMENT LLC
ATLAS PRIVATE WEALTH ADVISORS
DONALD W. CASH & ASSOCIATES, LLC
IEM ASSET MANAGEMENT, LLC

Other Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan
Jason Thostesen
DONALD ROBERT SCHREIBER
JOSEPH CAJIGAL
CAELAN ANGUS MCCARTHY
ALFRED RIVES BERKELEY

Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

More in Red Bank, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor