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Thomas J. Birrittella

Wiss Private Client Advisors, LLC

Florham Park, NJ

CRD 5059184

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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 2022-01-04
  • NJ RA
    APPROVED
    Since 2022-01-04

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
Hillcrest Wealth Advisors - Ny, Llc Hazlet NJ 05/2018 12/2021
Eisneramper Wealth Advisors Llc New York NY 04/2011 05/2018
Wiss Private Client Advisors, Llc Florham Park NJ 01/2022 Present
Wiss & Company, Llp Florham Park NJ 03/2026 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Thomas Birrittella

View on SEC IAPD

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Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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