Harris Nydick, financial advisor Totowa NJ

Harris Nydick

CRD Number: 1346496
Current Firm: Cfs Investment Advisory Services LLC

Harris Nydick (CRD# 1346496) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 38 years of experience in the finance industry. Harris Nydick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Cfs Investment Advisory Services, LLC Totowa, NJ Jan 1997 - Current 27
Cambridge Investment Research, Inc. Fairfield, IA Feb 2005 - Dec 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Harris S. Nydick
Phone Number: 973-826-8800
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    2,087
    MILLIONS
  • Total Number of Accounts
    3,323
    ACCOUNTS
  • Average Account Value
    $628,079
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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