John Moynihan has been an investment adviser representative at Accretive Wealth Partners since April 2026, and is not listed among the firm’s executive officers or direct owners.
Accretive Wealth Partners, LLC is a Parsippany, NJ firm with $505M under management, 204 clients and 3 advisers in one office, as of its June 2026 filing.
John Moynihan is Senior Wealth Advisor of Accretive Wealth Partners. He brings over 30 years of financial planning and investment advisory experience and launched his career in 1994. He began as a financial advisor with a national financial planning and investment firm, and in April 2006 founded Waterstone Wealth Advisors, which he grew into an advisory practice. He has conducted financial education and compliance-related workshops and seminars for several major corporations.
John Moynihan’s longest registration was 20 years at Waterstone Wealth Advisors, LLC (2006–2026). Before joining Accretive Wealth Partners in 2026, John Moynihan was registered through Waterstone Wealth Advisors, LLC and Ameriprise Financial Services, Inc.
- – present · under a yearParsippany, NJ · Adviser representative · Firm CRD 299544
- Waterstone Wealth Advisors, LLC– · 20 yearsSomerset, NJ · Adviser representative · Firm CRD 139265
- Ameriprise Financial Services, Inc.– · 3 yearsSomerset, NJ · Adviser representative · Firm CRD 6363
Professional designations
Listed by Accretive Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Moynihan is registered as an investment adviser representative in New Jersey, since April 2026.
- New JerseySince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 1999 |
| Series 7 | General Securities Representative Examination | 28 December 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 September 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Christopher Moynihan
- CRD
- 2533085
- Firm
- Accretive Wealth Partners · CRD 299544
- Office
- 1 GATEHALL DRIVE, SUITE 207, Parsippany, NJ 07054
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accretivewealthpartners.com
Where does John Moynihan work?
John Moynihan is an investment adviser representative registered through Accretive Wealth Partners, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Moynihan a financial advisor?
Yes. John Moynihan has a current investment-adviser registration in New Jersey, through Accretive Wealth Partners since April 2026.
How many years of experience does John Moynihan have?
John Moynihan has 24 years in the financial industry, since July 2002, across 3 adviser firms.
What exams has John Moynihan passed?
John Moynihan has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in September 1994.
Where did John Moynihan work before Accretive Wealth Partners?
Before Accretive Wealth Partners, John Moynihan was registered through Ameriprise Financial Services, Inc., July 2002 to April 2006.
Where is John Moynihan based?
John Moynihan’s registered office is in Parsippany, NJ.
Is John Moynihan registered with FINRA?
No. John Moynihan has no current broker registration.
Is John Moynihan a CFP?
Accretive Wealth Partners lists John Moynihan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: John Moynihan biography, accretivewealthpartners.com
How can I verify John Moynihan’s record?
Search CRD 2533085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Moynihan’s full registration record.
