Advisors at this firm
Andrew A
CFA®, Series 63
Ramsey, NJ
Regency Wealth Management
Andrew Aran is a CFA® charterholder with 17 years of industry experience. He has been with Hudson Capital Management LLC, doing business as Regency Wealth Management, since 2010. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm manages approximately $538 million in regulatory assets and employs a combination of fundamental and technical analysis to deliver personalized investment strategies.
Mark A
CFP®, Series 66
Ramsey, NJ
Regency Wealth Management
Mark Andraos is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Regency Wealth Management since 2019 and previously was with Fountainhead Asset Management and Heller Wealth Advisors. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals and institutional clients, typically serving those with investible assets over $1 million. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and conducts regular reviews and financial planning after detailed client interviews.
Gavin C
Series 63, Series 65
Ramsey, NJ
Regency Wealth Management
Gavin Charlton is a financial advisor at Regency Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Regency Wealth Management since 2022. Prior to that, he was employed at Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. Regency Wealth Management serves individuals, including high-net-worth clients, and institutional clients such as pension plans, trusts, foundations, and businesses. The firm provides wealth management, investment advisory services, financial planning, and retirement plan consulting, managing approximately $538 million in regulatory assets with a team of five advisors.
Bryan K
CFP®, Series 66
Ramsey, NJ
Regency Wealth Management
Bryan Kabot is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Regency Wealth Management since 2013. Regency Wealth Management is a fee-only advisory firm serving individuals, including high-net-worth clients, and institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in managing discretionary accounts and emphasizes coordinated financial planning and investment management.
Mark R
CFP®, Series 66
Ramsey, NJ
Regency Wealth Management
Mark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.
Timothy P
CFA®, Series 63
Ramsey, NJ
Regency Wealth Management
Timothy Parker is a CFA® charterholder with 21 years of industry experience. He is affiliated with Regency Wealth Management, where he has worked since 2004. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. Regency Wealth Management provides wealth management, financial planning, and retirement plan consulting, managing approximately $538 million in regulatory assets with a team of five advisors.