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Amos Warren

Investment adviser representative at NobleBridge Wealth Management in Pennington, NJ

Investment adviser registrationUpdated

Amos Warren is an investment adviser representative at Noblebridge Wealth Management, LLC, an investment adviser managing $215M, and works from its Pennington, NJ office. Amos Warren has been registered through NobleBridge Wealth Management since 9 October 2025 and has 5 years in the industry across 4 firms.

5
Years in industry
1
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Amos Warren has been an investment adviser representative at NobleBridge Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Amos Warren studied at Princeton University.

Noblebridge Wealth Management, LLC is a firm with $215M under management, 376 clients and 7 advisers across 6 offices, as of its March 2026 filing.

Amos Warren is Chief Investment Officer of NobleBridge Wealth Management, based in Montclair, NJ. He joined NobleBridge in 2025, bringing over 25 years of wealth management and investment research experience. Most recently he was with Wealth Enhancement Group, and before that he served as Director of Research for two smaller RIAs.

Amos Warren’s longest registration was 1 year at M&R Capital Management Inc (2022–2024). Before joining NobleBridge Wealth Management in 2025, Amos Warren was registered through Wealth Enhancement Advisory Services, LLC and M&R Capital Management Inc.

  1. – present · 1 year
    Pennington, NJ · Adviser representative · Firm CRD 146612
  2. Wealth Enhancement Advisory Services, LLC
    – · under a year
    Summit, NJ · Adviser representative · Firm CRD 116407
  3. M&R Capital Management Inc
    – · 1 year
    Summit, NJ · Adviser representative · Firm CRD 110472
  4. Dumont & Blake Investment Advisors LLC
    – · 1 year
    Princeton, NJ · Adviser representative · Firm CRD 109318

Credentials and registrations

Professional designations

Listed by NobleBridge Wealth Management

  • CFA
  • CFP

Investment adviser representative registrations

Amos Warren is registered as an investment adviser representative in New Jersey, since October 2025.

  • New JerseySince 9 October 2025

Examinations

No examinations are on Amos Warren’s record.

Key facts

CRD
3091633
Office
Pennington, NJ
Registration
Investment adviser registration
In the industry since
March 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Amos Warren work?

Amos Warren is an investment adviser representative registered through Noblebridge Wealth Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Amos Warren a financial advisor?

Yes. Amos Warren has a current investment-adviser registration in New Jersey, through NobleBridge Wealth Management since October 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Amos Warren have?

Amos Warren has 5 years in the financial industry, since March 2021, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did Amos Warren work before NobleBridge Wealth Management?

Before NobleBridge Wealth Management, Amos Warren was registered through Wealth Enhancement Advisory Services, LLC, November 2024 to July 2025; M&R Capital Management Inc, December 2022 to November 2024; Dumont & Blake Investment Advisors LLC, January 2021 to December 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Amos Warren based?

Amos Warren’s registered office is in Pennington, NJ.

Source: IAPD individual record, checked 22 October 2026

Is Amos Warren registered with FINRA?

No. Amos Warren has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Amos Warren a CFP?

NobleBridge Wealth Management lists Amos Warren with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.

Source: Amos Warren biography, noblebridgewealth.com

Is Amos Warren a CFA charterholder?

NobleBridge Wealth Management lists Amos Warren with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Amos Warren biography, noblebridgewealth.com

How can I verify Amos Warren’s record?

Search CRD 3091633 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amos Warren’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at NobleBridge Wealth Management

Sources

  1. IAPD individual record, CRD 3091633, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Noblebridge Wealth Management, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.
  3. NobleBridge Wealth Management team page. Biography, education, credentials, awards.