Wayne Sholk
Wayne Sholk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Brunswick, NJ, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
928 Livingston Avenue, Suite 200, North Brunswick, NJ, 08902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is involved in several real estate ventures, including Big Stan Realty LLC, W and T Realty LLC, and WW&J Realty LLC, dedicating minimal time to each. He also owns Wayne R. Sholk Wealth Services, LLC, a support company, which takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations21 states
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