WISS PRIVATE CLIENT ADVISORS, LLC

WISS PRIVATE CLIENT ADVISORS, LLC of FLORHAM PARK, NJ is an SEC-registered investment adviser (CRD 286319). Regulatory assets under management: $1.2B.

Registration

CRD: 286319
SEC file number: 801-117284
Type: Registered investment adviser
Location: 100 CAMPUS DRIVE, W SUITE 400, FLORHAM PARK, NJ, 07932
Phone: 973-577-2872
Latest filing: 2026-03-23
Regulatory AUM: $1.2B
Discretionary AUM: $1.2B
Non-discretionary AUM: $17.0M
Clients: 12
Accounts: 753

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

Name	Role	Location
Ann Freeman Keitner	CHIEF COMPLIANCE OFFICER	—
Stephanie Florence Lise Hughes	MEMBER/CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	—
CRESCI JEFFREY STEVEN	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	—
HUGHES STEPHANIE FLORENCE LISE	MEMBER/CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	—

Branch offices (2)

City	State	Employees	Phone
NEW YORK	NY	1	(212) 594-8155
NEW YORK	NY	1	(212) 594-8155

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