RegentAtlantic

Regent Atlantic

Financial Services, 60 Columbia Rd, Morristown, New Jersey, 07960, United States, 51-200 Employees

regentatlantic.com

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phone no Phone Number: 21********

Who is REGENTATLANTIC

CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI R...

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  • 60 Columbia Rd, Morristown, New Jersey, 07960, United States Headquarters: 60 Columbia Rd, Morristown, New Jersey, 07960, United States
  • 1982 Date Founded: 1982
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies
  • Laurie Lutz CEO:   Laurie Lutz

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from REGENTATLANTIC

RegentAtlantic Org Chart and Mapping

Laurie Lutz

Executive Assistant to Chief Executive Officer, Chief Investment Officer and Managing Partner

Employees

Rosa Peralta

Client Relationship Specialist

Oksana Kavka

Client Relationship Specialist

Philip Metz

Client Relationship Specialist

Christopher Cordaro

Partner, Wealth Advisor, Chief Investment Officer

Paula Santin

Onboarding and Investment Operations

Pamela Bergeron

Sales and Marketing Assistant

Cfp® Zack Morse

Associate Wealth Advisor

Paul Platkin

Co-Chief Investment Officer, Partner

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Frequently Asked Questions Regarding RegentAtlantic

Answer: RegentAtlantic's headquarters are located at 60 Columbia Rd, Morristown, New Jersey, 07960, United States

Answer: RegentAtlantic's phone number is 21********

Answer: RegentAtlantic's official website is https://regentatlantic.com

Answer: RegentAtlantic's revenue is $25 Million to $50 Million

Answer: RegentAtlantic's SIC: 6282

Answer: RegentAtlantic's NAICS: 523940

Answer: RegentAtlantic has 51-200 employees

Answer: RegentAtlantic is in Financial Services

Answer: RegentAtlantic contact info: Phone number: 21******** Website: https://regentatlantic.com

Answer: CI RegentAtlantic Private Wealth, a partner of CI Private Wealth, is a wealth management firm that integrates financial planning and investment management with your individual goals. CI RegentAtlantic Private Wealth combines the personal experience, extensive knowledge, and objective advice of a boutique with the resources and vast intellectual capital of an industry leader to create a profoundly different wealth management experience. Important Disclosure Information: Any investments discussed are for illustrative purposes only and there is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any composite or client account. Further, the reader should not assume that any investments identified were or will be profitable or that any investment recommendations or that investment decisions we make in the future will be profitable. Certain of the information contained on this site is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity.  RegentAtlantic believes that such statements, information, and opinions are based upon reasonable estimates and assumptions.  However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements.  Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.

Answer:

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