Advisory Wealth Management Services, LLC

Advisory Wealth Management Services, LLC (CRD# 140519) is a financial advisory firm headquartered in , . They manage $49,666,561 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $827,776
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Advisory Wealth Management Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Stanziale
CRD#: 1031106
Bloomfield, NJ
93
Wealthminder
score

Christopher Stanziale (CRD# 1031106) is an Investment Advisor Representative working at Advisory Wealth Management Services, LLC in Bloomfield, NJ and has over 19 years of experience in the finance industry.

2
Carolyn M. Stanziale
CRD#: 1254851
Bloomfield, NJ
90
Wealthminder
score

Carolyn Stanziale (CRD# 1254851) is an Investment Advisor Representative working at Advisory Wealth Management Services, LLC in Bloomfield, NJ and has 1 year of experience in the finance industry. Carolyn Stanziale 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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