# WISS PRIVATE CLIENT ADVISORS, LLC

WISS PRIVATE CLIENT ADVISORS, LLC of FLORHAM PARK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 286319
- Type: SEC-registered investment adviser
- SEC file number: 801-117284
- 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286319/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286319/similar
- Related entities: https://search.stillhousedata.com/firm/286319/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286319

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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.