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Maria Garyfallos

Tepp Wealth Management

Westfield, NJ

CRD 7625224

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Employer firm

Tepp Wealth Management CRD 283899

$196M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Tepp Wealth Management

210 Elmer Street, Westfield, NJ 07090 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-29
NY RA APPROVED 2022-09-29
  • NJ RA
    APPROVED
    Since 2022-09-29
  • NY RA
    APPROVED
    Since 2022-09-29

Branch Locations

210 Elmer Street, Westfield, NJ 07090 • 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
Pantagis Renaissance Scotch Plains NJ 06/1994 12/2017
Tepp Wealth Management Westfield NJ 01/2018 Present
Tepp Wealth Management Westfield NJ 08/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-19
  • S65 Uniform Investment Adviser Law Examination
    2022-08-19
Other Names
  • Maria Riginos

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
CERITY PARTNERS LLC
LPL FINANCIAL LLC

Nearby Investors

CLAUDINE PINHO
PATRICK GIBLIN
ANN KATHERINE TRAINOR

Nearby Offices

UBS FINANCIAL SERVICES INC. · WESTFIELD, NJ
CERITY PARTNERS LLC · WESTFIELD, NJ
CERITY PARTNERS LLC · WESTFIELD, NJ

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