Bluefin Financial

Bluefin Financial (CRD# 288375) is a financial advisory firm headquartered in Moorestown, NJ. They manage $239,691,895 in 614 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
212 West Route 38, Suite 106, Moorestown, NJ 08057
http://www.bluefinfinancial.com
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $390,378
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, MD, NJ, PA, TX

Financial Advisors at Bluefin Financial
Showing 1 - 4 of 4 top financial advisors.
1
Walter McCormac, financial advisor Moorestown NJ
Walter J. McCormac
CRD#: 325916
212 West Route 38, Suite 106, Moorestown, NJ 08057

Walter McCormac (CRD# 325916) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 41 years of experience in the finance industry.

2
Theodore Suleski, financial advisor Moorestown NJ
Theodore M. Suleski
CRD#: 2869487
212 West Route 38, Suite 106, Moorestown, NJ 08057

Theodore Suleski (CRD# 2869487) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 25 years of experience in the finance industry.

3
Joseph Zielinski, financial advisor Moorestown NJ
Joseph A. Zielinski
CRD#: 2998331
212 West Route 38, Suite 106, Moorestown, NJ 08057

Joseph Zielinski (CRD# 2998331) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 24 years of experience in the finance industry. Joseph Zielinski 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.

4
Michael Zielinski, financial advisor Moorestown NJ
Michael A. Zielinski
CRD#: 6835159
212 West Route 38, Suite 106, Moorestown, NJ 08057

Michael Zielinski (CRD# 6835159) is an Investment Advisor Representative working at Bluefin Financial in Moorestown, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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