Claudia Saia, financial advisor Marlton NJ

Claudia Saia

CRD Number: 4671952
Current Firm: Friedenthal Financial, LLC

Claudia Saia (CRD# 4671952) is an Investment Advisor Representative working at Friedenthal Financial, LLC in Marlton, NJ and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Friedenthal Financial, LLC Marlton, NJ Sep 2021 - Current 2
Unemployed Moorestown, NJ Jan 2021 - Aug 2021 < 1
Friedenthal Financial, LLC Marlton, NJ Jul 2018 - Dec 2020 2
Unemployed Marlton, NJ Jun 2014 - Jul 2018 4
Morgan Stanley New York, NY Jul 2004 - Jun 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
Contact Info for Claudia R. Saia
Phone Number: 856-210-6494
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $323,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, FL, IL, MO, NC, NH, NJ, NY, PA, TX, VA

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