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Inactive

Nicholas Henry Hoy

Wiss Private Client Advisors, LLC

Florham Park, NJ

CRD 8216039

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Employer firm

Wiss Private Client Advisors, LLC CRD 286319

$1.22B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wiss Private Client Advisors, Llc

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-11
  • NJ RA
    APPROVED
    Since 2026-03-11

Branch Locations

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • 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
Unemployed Ridgewood NJ 12/2015 05/2022
Valley Bank Hillsdale NJ 06/2022 08/2022
Unemployed Ridgewood NJ 09/2022 07/2023
Age Brilliantly New York NY 05/2023 08/2023
Unemployed Ridgewood NJ 09/2023 12/2023
Wiss & Company, Llp Florham Park NJ 01/2024 04/2024
Unemployed Ridgewood NJ 05/2024 05/2024
Wiss & Company, Llp Florham Park NJ 06/2024 Present
  • 12/2015 → 05/2022
    Unemployed
    Ridgewood, NJ
  • 06/2022 → 08/2022
    Valley Bank
    Hillsdale, NJ
  • 09/2022 → 07/2023
    Unemployed
    Ridgewood, NJ
  • 05/2023 → 08/2023
    Age Brilliantly
    New York, NY
  • 09/2023 → 12/2023
    Unemployed
    Ridgewood, NJ
  • 01/2024 → 04/2024
    Wiss & Company, Llp
    Florham Park, NJ
  • 05/2024 → 05/2024
    Unemployed
    Ridgewood, NJ
  • 06/2024 → Present
    Wiss & Company, Llp
    Florham Park, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15

View on SEC IAPD

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Nearby Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Jason W Hoffman

Nearby Offices

JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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