DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Neil Jeffrey Tendler
Personal Financial Specialist
Feed of 09/14/2026
At current firm
1 y
since Feb 11, 2025
In the industry
24 y
since Jul 8, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Shore Point Advisors, LLC independent RIA currentsince Feb 11, 2025 · Brielle, Nj
- Crimmins Wealth Management, LLC unclassifiedApr 1, 2015 to Apr 25, 2023 · Allendale, Nj
- Park Avenue Securities LLC BD affiliatedMar 6, 2015 to Dec 31, 2015 · Point Pleasant, Nj
- Wilmington Family Office, Inc. unclassifiedJan 17, 2008 to Jul 2, 2009 · Princeton, Nj
- Kpmg Investment Advisors unclassifiedJul 8, 2002 to Jan 30, 2004 · Short Hills, Nj
Moves
a registration end followed by a registration begin elsewhere
- Crimmins Wealth Management, LLC to Shore Point Advisors, LLCleft Apr 25, 2023, registered Feb 11, 2025 (658 days) · Other
- Park Avenue Securities LLC to Crimmins Wealth Management, LLCleft Dec 31, 2015, registered Apr 1, 2015 (-274 days) · Other · moved with a team
- Wilmington Family Office, Inc. to Park Avenue Securities LLCleft Jul 2, 2009, registered Mar 6, 2015 (2073 days) · Other
- Kpmg Investment Advisors to Wilmington Family Office, Inc.left Jan 30, 2004, registered Jan 17, 2008 (1448 days) · Other
Signals
- Neil Jeffrey Tendler left Crimmins Wealth Management, Llc for Shore Point Advisors, Llc (registered 2025-02-11)Apr 25, 2023 · Advisor changed firm · fact
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address