T. GARRY PITNEY & ASSOCIATES INC.
Legal name: ROBERT J OBERST,SR & ASSOCIATES
CRD #105563 SEC #801-15421 RED BANK, NJ 732-842-2300
SEC Registered
Total AUM
$122.6M
Discretionary
$0
Employees
6
Clients
251
Accounts
320
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| CELKUPA, JORDAN, SCOTT | I | FINANCIAL PLANNER | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | NA | |
| FREISEN, JAMES | I | PRESIDENT | E | Control |
| PITNEY, THOMAS | I | OWNER | E | Control |
| PITNEY, THOMAS | I | OWNER | E | Control |
| PITNEY, THOMAS | I | OWNER | E | Control |
| PITNEY, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS GARRY | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS GARRY | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS GARRY | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS GARRY | DE | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| PITNEY, THOMAS, GARRY | I | PRESIDENT | E | Control |
| FREISEN, JAMES | I | CHIEF COMPLIANCE OFFICER | A | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | A | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | A | |
| FREISEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | |
| FREISEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | |
| FREISEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | A | |
| FREISEN, JAMES, MICHAEL | I | DIRECTOR OF PLANNING | A | |
| PITNEY, THOMAS, GARRY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| PITNEY, THOMAS, GARRY | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 16, 2015 REGISTERED
Notice Filings (1)
NJ
Address
218 BROAD STRED BANK, NJ 07701
United States
Phone: 732-842-2300