M••••• R•••

C•••••• P•••••• W••••• G•••• L••independent RIAShort Hills, NjIA-onlyIAPD 3139277

Certified Financial Planner

Feed of 09/14/2026

Also filed as M••••• R••

At current firm

4 y

since Nov 10, 2021

In the industry

27 y

since Nov 17, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: C•••••••••reportedcompasspw.comfirm site, Sep 16, 2026
Designations: CFPreportedcompasspw.comas printed on the bio page, Sep 16, 2026
Founder: “M•••• R••• is a nationally recognized voice in wealth management and the C••••••••• of C•••••• P•••••• Wealth.”reportedcompasspw.comthe sentence on the bio page
Business email: ••• Lockedreportedcompasspw.comfirm site, Sep 16, 2026
Professional profile: ••• Lockedreportedcompasspw.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C•••••• P•••••• W••••• G•••• L•• independent RIA current
since Nov 10, 2021 · Short Hills, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 21, 2018 to Nov 5, 2021 · Florham Park, Nj
J••• M••••• S••••••••• L•• wirehouse
Jan 24, 2014 to Sep 27, 2018 · Edison, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 24, 2012 to Jan 14, 2014 · Bridgewater, Nj

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••• P•••••• W••••• G•••• L••
left Nov 5, 2021, registered Nov 10, 2021 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
J••• M••••• S••••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Sep 27, 2018, registered Sep 21, 2018 (-6 days) · Wirehouse to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Jan 14, 2014, registered Jan 24, 2014 (10 days) · Wirehouse to wirehouse

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address