AW
Amos B. Warren
NOBLEBRIDGE WEALTH
Pennington, NJ
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CRD#: 3091633
AW
Professional summary
Amos B Warren, who also goes by Amos Bryant Warren, Amos B Warren, is a registered financial advisor currently at NOBLEBRIDGE WEALTH located in Pennington, New Jersey.
Amos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Amos has worked at 4 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amos Bryant Warren | Amos B Warren
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Altius Capital Management, LLC. It is investment related. Address is 731 Alexander Rd. Princeton, NJ. Hedge Fund. Portfolio Manager. Started 06/2011. I devote about 50 hours per month to it. I devote around 40 hours per month during securities trading hours. I research and trade stocks and options for Altius; I also handle the clients, accountants and administrator for the fund.
CRS (Client Relationship Summary) - RIA
Click below to view Amos B Warren's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 9, 2025 - Present
NOBLEBRIDGE WEALTH
RIA
CRD#: 146612
Pennington, NJ
Past
November 12, 2024 - July 31, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
SUMMIT, NJ
Past
December 2, 2022 - November 21, 2024
M&R CAPITAL MANAGEMENT INC
RIA
CRD#: 110472
SUMMIT, NJ
Past
January 4, 2021 - December 13, 2022
DUMONT & BLAKE INVESTMENT ADVISORS LLC
RIA
CRD#: 109318
PRINCETON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NOBLEBRIDGE WEALTH
19 ADVISOR | WEALTHPOINT INVESTMENT ADVISORS, LLC | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH MANAGEMENT, LLC | NOBLEBRIDGE WEALTH & ASSET MANAGEMENT SERVICES | NOBLEBRIDGE WEALTH | LEGACY WEALTH SOLUTIONS | CROSS CREEK WEALTH MANAGEMENT ADVISORS | CROSS CREEK FINANCIAL | CROSS CREEK CAPITAL MANAGEMENT, LLC | CROSS CREEK ASSET MANAGEMENT
CRD#: 146612 / SEC#: 801-126246
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Connecticut
Registered Investment Advisory firm - (12/23/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/2/2022 Terminated)Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (8/24/2022 Terminated)Maryland
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (8/16/2022 Terminated)New York
Registered Investment Advisory firm - (8/2/2022 Terminated)North Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/2/2022 Terminated)South Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Virginia
Registered Investment Advisory firm - (8/2/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(10/9/2025)
Exams
Current Firm
NW
NOBLEBRIDGE WEALTH
19 ADVISOR | WEALTHPOINT INVESTMENT ADVISORS, LLC | NORTHERN VIRGINIA WEALTH MANAGEMENT | NOBLEBRIDGE WEALTH MANAGEMENT, LLC | NOBLEBRIDGE WEALTH & ASSET MANAGEMENT SERVICES | NOBLEBRIDGE WEALTH | LEGACY WEALTH SOLUTIONS | CROSS CREEK WEALTH MANAGEMENT ADVISORS | CROSS CREEK FINANCIAL | CROSS CREEK CAPITAL MANAGEMENT, LLC | CROSS CREEK ASSET MANAGEMENT
CRD#: 146612 / SEC#: 801-126246
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Connecticut
Registered Investment Advisory firm - (12/23/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (8/2/2022 Terminated)Florida
Registered Investment Advisory firm - (8/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (8/24/2022 Terminated)Maryland
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (8/16/2022 Terminated)New York
Registered Investment Advisory firm - (8/2/2022 Terminated)North Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/2/2022 Terminated)South Carolina
Registered Investment Advisory firm - (8/2/2022 Terminated)Texas
Registered Investment Advisory firm - (8/2/2022 Terminated)Virginia
Registered Investment Advisory firm - (8/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
North Caldwell, NJ
Mailing Address
28 Valley Road, Montclair, NJ 07042
Phone number
+1 (866) 798-0354
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 705 |
| AUM (Assets Under Management) | $ 152,940,039 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
