Northstar Fiduciary Partners
40yrs
Top advisor by experience in East Brunswick
11yrs
Ted Chen
Financial advisor at NI Advisors
Ted Chen has worked in the financial industry for 11 years and is a fiduciary financial advisor based in East Brunswick, New Jersey. Ted has been with NI Advisors since 2026; before that, Ted spent six years at Equitable Advisors and a year at First Heartland Consultants. NI Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in East Brunswick, and one of 50 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeEast Brunswick, NJ
FirmNI Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$593,333
Advisors at the firm15
States licensed ?1 state
Services through NI Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowNI AdvisorsCurrent firm
- 2020 – 2026Equitable Advisors, LLCPreviously
- Jan 2019 – Jan 2020First Heartland Consultants, Inc.Previously
- 2016 – 2018Equitable Advisors, LLCPreviously
Contact Ted
(510) 306-7777Firm headquarters in Milpitas, CA. Ask for Ted. East Brunswick, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ted
Tailored to Ted’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ted
How do I contact Ted?
Call NI Advisors at (510) 306-7777 and ask for Ted Chen. Ted works from the East Brunswick, NJ office.
How long has Ted been a financial advisor?
Ted has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Ted hold?
Series 66. Tap any license on this page to see what it allows.
Is Ted a fiduciary?
Ted is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ted paid?
NI Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ted for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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