Wayne D. Schorpp

SCHORPP CAPITAL MANAGEMENT

NORTH BRUNSWICK, NJ 08902

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CRD#: 4757966

Professional summary

Wayne D Schorpp, CFP® is a registered financial advisor currently at SCHORPP CAPITAL MANAGEMENT located in North Brunswick, New Jersey.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wayne has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne D Schorpp'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®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

July 8, 2004 - Present

SCHORPP CAPITAL MANAGEMENT

Office #1: 623 Georges Rd., North Brunswick, NJ 08902

RIA

CRD#: 131893

NORTH BRUNSWICK, NJ

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
(7/8/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SCHORPP CAPITAL MANAGEMENT

SCHORPP CAPITAL MANAGEMENT | SCHORPP COLLEGE FUNDING STRATEGIES | SCHORPP CAPITAL MANAGEMENT, PC

CRD#: 131893 / SEC#: 801-63270

RIA

Registered Investment Advisory firm - (8/29/2012 Terminated)

New Jersey

Registered Investment Advisory firm - (8/1/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1200 Tices Ln. Suite 106, East Brunswick, NJ 08816

Mailing Address

Phone number

(732) 387-2054

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 69,930,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Wayne D. Schorpp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne D Schorpp's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHORPP CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

SCHORPP CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SCHORPP CAPITAL MANAGEMENT

TRUST BUT VERIFY

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