Stephen Liska, financial advisor Mount Olive NJ
93 score

Stephen Liska

CRD Number: 2010888
Current Firm: Black Coral Financial Advisors, LLC

Stephen Liska (CRD# 2010888) is an Investment Advisor Representative working at Black Coral Financial Advisors, LLC in Mount Olive, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Black Coral Financial Advisors, LLC Mount Olive, NJ Jan 2012 - Current 4
Black Coral Financial Advisors, LLC Flanders, NJ Jul 2010 - Dec 2011 1
The Ayco Company, L.p./mercer Allied Parsippany, NJ Jan 2001 - May 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Jan 1992
Contact Info for Stephen P. Liska
Phone Number: 973-352-8600
Firm Website: http://blackcoralfa.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $280,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, MA, NJ, NY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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