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Stephen John Wisk

Garden State Investment Advisory Services, LLC

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About Stephen John Wisk

Stephen John Wisk is a registered investment advisor representative in New Jersey and a securities agent registered in seven states. Stephen has been in the industry since December 1988. Stephen is affiliated with Garden State Investment Advisory Services, LLC, a firm based in Red Bank, NJ. Stephen also works as an Independent Contractor/Sales Agent for life & health insurance products and as a youth soccer referee.

Firm Information

Stephen Wisk is currently registered with Garden State Investment Advisory Services, LLC. Garden State Investment Advisory Services, LLC, headquartered in Red Bank, NJ, is an investment advisory firm that provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension plans. The firm manages approximately $445.6 million in assets for 1,904 clients. They also participate in wrap fee programs and offer selection of other advisers.
Garden State Investment Advisory Services, LLC

328 NEWMAN SPRINGS ROAD

RED BANK, NJ 07701

$445.63M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Wisk’s Registration & Firm History

NJ

09/09/2020 - Present

Garden State Investment Advisory Services, LLC (RED BANK NJ)

NJ

12/09/2008 - 07/08/2010

FIRST ALLIED SECURITIES, INC. (EATONTOWN NJ)

NJ

06/08/1994 - 12/09/2008

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NJ

07/14/1989 - 06/02/1994

FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)

NJ

12/20/1988 - 08/17/1989

MID-STATE SECURITIES CORP. (RED BANK NJ)

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Licenses & Designations

BOTH

Issued 09/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen John Wisk.
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