LeadIQ logo
Learn more at LeadIQ.com
CI RegentAtlantic Private Wealth logo

CI RegentAtlantic Private Wealth Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

CI RegentAtlantic Private Wealth provides integrated financial planning and investment management tailored to clients' individual goals. As a partner of CI Private Wealth, the firm blends the personal experience, knowledge, and objective guidance associated with a boutique practice with the resources of a larger industry leader. The firm is based in Morristown, New Jersey.

Serving individuals seeking a comprehensive wealth management experience, it aims to align planning and investing with personal objectives. Within the financial services industry, it sits at the intersection of bespoke advisory service and substantial intellectual capital. It operates as a mid-sized firm.

Find CI RegentAtlantic Private Wealth employees' phone numbers or email addresses

CI RegentAtlantic Private Wealth Global Highlights

Location
Employees

North America
42

Minus sign iconPlus sign icon
  • United States Of America
    42

CI RegentAtlantic Private Wealth's Leadership

  • Partner at CI RegentAtlantic Private Wealth
    K. C.
    Partner
    Mobile Phone
  • Client Relationship Specialist at CI RegentAtlantic Private Wealth
    K. R.
    Client Relationship Specialist
    Mobile Phone
  • Client Service Administrator at CI RegentAtlantic Private Wealth
    A. P.
    Client Service Administrator
    Mobile Phone
  • Wealth Strategist at CI RegentAtlantic Private Wealth
    C. S.
    Wealth Strategist
    Mobile Phone
  • Wealth Advisor at CI RegentAtlantic Private Wealth
    J. H.
    Wealth Advisor
    Mobile Phone
  • Client Relationship Specialist at CI RegentAtlantic Private Wealth
    L. P.
    Client Relationship Specialist
    Mobile Phone
  • Client Center Receptionist at CI RegentAtlantic Private Wealth
    M. S. P.
    Client Center Receptionist
    Mobile Phone
  • Analyst at CI RegentAtlantic Private Wealth
    M. G.
    Analyst
    Mobile Phone

CI RegentAtlantic Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Education
  • Other

Contact profiles from CI RegentAtlantic Private Wealth

Name
Title
Contact
Location
Last Update
  • Partner at CI RegentAtlantic Private Wealth
    K. C.
    Partner
    Mobile Phone
    Oct 21, 2024
  • Client Relationship Specialist at CI RegentAtlantic Private Wealth
    K. R.
    Client Relationship Specialist
    Mobile Phone
    Sep 12, 2026
  • Client Service Administrator at CI RegentAtlantic Private Wealth
    A. P.
    Client Service Administrator
    Mobile Phone
    Oct 22, 2024
  • Wealth Strategist at CI RegentAtlantic Private Wealth
    C. S.
    Wealth Strategist
    Mobile Phone
    Apr 06, 2023
  • Wealth Advisor at CI RegentAtlantic Private Wealth
    J. H.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Specialist at CI RegentAtlantic Private Wealth
    L. P.
    Client Relationship Specialist
    Mobile Phone
    Oct 18, 2024
  • Client Center Receptionist at CI RegentAtlantic Private Wealth
    M. S. P.
    Client Center Receptionist
    Mobile Phone
    Oct 21, 2024
  • Analyst at CI RegentAtlantic Private Wealth
    M. G.
    Analyst
    Mobile Phone
    Oct 17, 2024
  • Client Relationship Specialist at CI RegentAtlantic Private Wealth
    M. D.
    Client Relationship Specialist
    Mobile Phone
    Oct 23, 2024
  • Employee at CI RegentAtlantic Private Wealth
    J. S.
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is CI RegentAtlantic Private Wealth known for?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth was founded in 1982 and operates in the Financial Services industry. You can contact CI RegentAtlantic Private Wealth's main corporate office by phone at
+1-973-425-****
. Explore CI RegentAtlantic Private Wealth's company overview page for more information.

What is CI RegentAtlantic Private Wealth's most common email format?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth employees' email format typically follows the pattern of FLast@regentatlantic.com. Trying to find reliable and up-to-date employee contact data? Find more CI RegentAtlantic Private Wealth email formats with LeadIQ.

How many employees does CI RegentAtlantic Private Wealth have currently?

Minus sign iconPlus sign iconCI RegentAtlantic Private Wealth has approximately 59 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CI RegentAtlantic Private Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CI RegentAtlantic Private Wealth's key employees include:

  • Partner: K. C.
  • Client Relationship Specialist: K. R.
  • Client Service Administrator: A. P.
  • Wealth Strategist: C. S.
  • Wealth Advisor: J. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.