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).

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 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 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 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 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.

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