Stephen LiskaCRD 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 26 years of experience in the finance industry.
Brighton Financial Planning
Fxp Advisory Services
|Black Coral Financial Advisors, LLC||Mount Olive, NJ||Jan 2012 - Current||6|
|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|
Total Assets Under Management560MILLIONS
Total Number of Accounts1,860ACCOUNTS
Average Account Value$301,075
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, MA, NJ, NY
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