Alyssa Loughlin has been an investment adviser representative at Diversified Planning Strategies Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners.
Diversified Planning Strategies Advisors LLC is a Roseland, NJ firm with $154M under management, 364 clients and 4 advisers across 2 offices, as of its July 2026 filing.
- – present · under a yearRoseland, NJ · Adviser representative · Firm CRD 321737
Investment adviser representative registrations
Alyssa Loughlin is registered as an investment adviser representative in New Jersey, since December 2025.
- New JerseySince 4 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alyssa Lynn Loughlin
- CRD
- 8193777
- Firm
- Diversified Planning Strategies Advisors · CRD 321737
- Office
- 101 EISENHOWER PKWY, SUITE 108, Roseland, NJ 07068
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Alyssa Loughlin work?
Alyssa Loughlin is an investment adviser representative registered through Diversified Planning Strategies Advisors LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alyssa Loughlin a financial advisor?
Yes. Alyssa Loughlin has a current investment-adviser registration in New Jersey, through Diversified Planning Strategies Advisors since December 2025.
How many years of experience does Alyssa Loughlin have?
Alyssa Loughlin has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Alyssa Loughlin passed?
Alyssa Loughlin passed the Series 65 in November 2025.
Where is Alyssa Loughlin based?
Alyssa Loughlin’s registered office is in Roseland, NJ.
Is Alyssa Loughlin registered with FINRA?
No. Alyssa Loughlin has no current broker registration.
How can I verify Alyssa Loughlin’s record?
Search CRD 8193777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alyssa Loughlin’s full registration record.