# WBI INVESTMENTS, LLC

WBI INVESTMENTS, LLC of RED BANK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 106336
- Type: SEC-registered investment adviser
- SEC file number: 801-22873
- Location: ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, SUITE 143, RED BANK, NJ, 07701
- Phone: 732-842-4920
- Latest filing: 2026-03-31
- Regulatory AUM: $539.6M
- Discretionary AUM: $539.6M
- Clients: 13
- Accounts: 1,533

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Donald Robert Schreiber | CO-CEO, CO-CIO, CO-PORTFOLIO MANAGER, CCO, AND TREASURER; SOLE OWNER | — |
| Ann Holly Schreiber | SECRETARY, CHIEF MARKETING OFFICER | — |
| Matthew Earl Schreiber | CO-CEO, CO-CIO, AND CO-PORTFOLIO MANAGER | — |
| Eric Richard Hedenburg | CHIEF TECHNOLOGY OFFICER | — |
| SCHREIBER DONALD ROBERT | CEO, TREASURER; CO-CEO, CO-CIO, CO-PORTFOLIO MANAGER, CCO, AND TREASURER; CO-CEO, CO-PORTFOLIO MANAGER, TREASURER (+3 more) | — |
| CONFESSORE ROBERT | VICE PRESIDENT; VICE-PRESIDENT | — |
| STROIK GARY EDWARD | PORTFOLIO MGR.; PORTFOLIO MGR. & CHIEF COMPLIANCE OFFICER; PORTFOLIO MGR./CHIEF COMPLIANCE OFFICER (+2 more) | — |
| DUFFY THOMAS JOSEPH | ASSOCIATE PLANNER | — |
| MURPHY KEVIN FRANCIS | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| SCHREIBER MATTHEW EARL | CO-CEO, CHIEF INVESTMENT STRATEGIST; CO-CEO, CO-CIO, AND CO-PORTFOLIO MANAGER; PRESIDENT (+1 more) | — |
| COSTENBADER WALTER RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| CRESPO TRACEY MICHAEL | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICERS; CHIEF OPERATIONS OFFICERS | — |
| HEDENBURG ERIC RICHARD | CHIEF TECHNOLOGY OFFICER | — |
| BONNA CYNTHIA ROSE | CHIEF COMPLIANCE OFFICER | — |
| SCHREIBER ANN HOLLY | SECRETARY; SECRETARY, CHIEF MARKETING OFFICER | — |
| MARSHALL CATHERINE E | GENERAL COUNSEL | — |
| LAGERMASINI PAUL JOSEPH | CHIEF FINANCIAL OFFICER | — |
| VAN SOLKEMA STEVEN A | PRESIDENT, CHIEF INVESTMENT OFFICER AND CO-PORTFOLIO MANAGER; VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| STROIK CYNTHIA ROSE | CHIEF COMPLIANCE OFFICER | — |
| CAIN KERRI E | CHIEF FINANCIAL OFFICER | — |
| BROMBERG MATTHEW JAMES | GENERAL COUNSEL | — |
| KEST ALYSON RENEE | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| KREITZ SCOTT FREDERICK | CHIEF OPERATING OFFICER | — |
| SCHINDLER DINA NICOLE | CHIEF COMPLIANCE OFFICER | — |
| Ann Holly Hedberg | SECRETARY, CHIEF ADMINISTRATIVE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-08-05 | regulatory | THE SEC'S ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS RELATES TO ALLEGATIONS THAT WBI INVESTMENTS, LLC AND ITS AFFILIATE, MILLINGTON SECURITIES, LLC, MADE MATERIAL MISSTATEMENTS CONCERNING PAYMENTS THAT MILLINGTON RECEIVED FOR SENDING CLIENT ORDERS TO OTHER BROKERAGE FIRMS FOR… | Final | $750K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106336/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106336/similar
- Related entities: https://search.stillhousedata.com/firm/106336/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106336

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.