Washington Crossing Advisors LLC

Overview

Washington Crossing Advisors LLC is an SEC registered investment adviser based in Morristown, NJ, registered since 2017. It reports $2B in assets under management across 3,257 accounts, with 10 employees. It has 4 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

3,257

Average account

$623K

Employees

10

Advisory reps

4

Registered since

2017

Jurisdictions

53

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Avi L Stein Chief Financial Officer CRD 5835030
• Chad Ashley Morganlander Co-Chief Investment Officer CRD 2363211
• Kevin Raymond Caron Co-Chief Investment Officer CRD 2263747

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Matthew Battipaglia Investment Adviser Rep CRD 5407924
• Kevin Raymond Caron Registered Rep · Investment Adviser Rep CRD 2263747
• Steven Jay Lerit Registered Rep · Investment Adviser Rep CRD 6066704

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

305 Madison Ave Ste 200
Morristown, NJ 07960

County

Morris

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: washingtoncrossingadvisors.com

Every state, with registration dates

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