DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner20 years in industry

THOMAS J. BIRRITTELLA

Advisor at WISS PRIVATE CLIENT ADVISORS, LLC

FLORHAM PARK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d3d963c3-7f2a-d185-fd43-96618e0e6945

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 15, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WISS PRIVATE CLIENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: May 15, 2006
Dual registered: no
Other names: THOMAS BIRRITTELLA
IAPD individual key: 5059184

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WISS PRIVATE CLIENT ADVISORS, LLC	Independent wealth	Jan 4, 2022	n/a	yes	FLORHAM PARK, NJ	Current employment
HILLCREST WEALTH ADVISORS - NY, LLC	Independent wealth	Jan 13, 2017	Dec 31, 2021	no	HOLMDEL, NJ\|HOLMDEL, NJ	Previous registration
HILLCREST WEALTH ADVISORS - NY, LLC	Independent wealth	Apr 15, 2011	Dec 31, 2016	no	HOLMDEL, NJ	Previous registration
SHEPHERD KAPLAN LLC	Asset manager	Jun 4, 2008	Mar 30, 2011	no	CHATHAM, NJ	Previous registration
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC	Former SEC adviser	May 15, 2006	Jun 29, 2007	no	FLORHAM PARK, NJ\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HILLCREST WEALTH ADVISORS - NY, LLC	WISS PRIVATE CLIENT ADVISORS, LLC	Dec 31, 2021	Jan 4, 2022	4	Firm change	RIA to RIA
SHEPHERD KAPLAN LLC	HILLCREST WEALTH ADVISORS - NY, LLC	Mar 30, 2011	Apr 15, 2011	16	Firm change	Other
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC	SHEPHERD KAPLAN LLC	Jun 29, 2007	Jun 4, 2008	341	Firm change	Other

Relationships

Registered with (4)

→ WISS PRIVATE CLIENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 4, 2022 to presentfactForm ADV
→ HILLCREST WEALTH ADVISORS - NY, LLCRegistered adviserregistration: previous registration
Jan 13, 2017 to Dec 31, 2021factForm ADV
→ SHEPHERD KAPLAN LLCRegistered adviserregistration: previous registration
Jun 4, 2008 to Mar 30, 2011factForm ADV
→ PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
May 15, 2006 to Jun 29, 2007factForm ADV

Dated events

No dated event names this entity yet.