SourcingSourcing

GARDEN STATE RETIREMENT SPECIALISTS, LLC

A72
CRD 128414·SEC 801-134796·RED BANK, NJ
AUM
$109.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$328K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD
128414
SEC file #
801-134796
EIN
—
DBA names
—

Economics

AUM
$109.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$103.6M → $109.3M▲ +6%
Client mix
Individuals Other89
Individuals High Net Worth63

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
RED BANK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/16/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCIBETTA, ANTHONY, NICHOLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCIBETTA, ANTHONY, NICHOLAS
SCIBETTA, ROSEANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1354920
Trust Company Affiliate
No

People (3)

3
SCIBETTA, ANTHONY, NICHOLAS
IAR · Direct Owner · 87.5%
1354920
SCIBETTA, ROSEANN
Direct Owner · 17.5%
4910823
JOSEPH Alexander SCIBETTA
IAR
5703395