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Nitin Apte

Advisor at GA Advisors LLC

Updated today

Firm

GA Advisors LLC

Location

Bridgewater, NJ

Credentials

Series 65

Industry experience

8 years

About

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Client services

Based on GA Advisors LLC

Portfolio management

Expertise

Based on GA Advisors LLC

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $199,999: 1.25% (with $1,500 minimum fee) $200,000 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.75%

Other

Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee Fee-only: Fees are based solely on assets under management; no commissions or performance fees currently charged.

Location

Bridgewater, NJ

Most active in

New Jersey

Work history

Azul Systems Inc

2010 - 2017 (7 years)

Credit Carbon Inc

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Wealth management General retirement planning Cash flow / budgeting
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Options & derivatives strategies Active portfolio management
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David S

Series 63, Series 65

Springfield, NJ

Purple Dog Investments LLC

General tax planning Life insurance needs analysis Long-term care insurance Disability insurance
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Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Divorce financial planning Cash flow / budgeting
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

Active portfolio management Tax-loss harvesting Wealth management

John F

CFP®

Summit, NJ

Grand Life Financial LLC

John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being. He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy. As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture. When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Financial coaching / therapy
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