Cereus Financial Advisors, LLC

Cereus Financial Advisors, LLC (CRD# 279033) is a financial advisory firm headquartered in Franklin Lakes, NJ. They manage $11,839,519 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $493,313
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
  • 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, NY

Financial Advisors at Cereus Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David J. Haas
CRD#: 6185047
795 Franklin Avenue, Suite 205, Building B, Franklin Lakes, NJ 07417
100
Wealthminder
score

David J. Haas CFP® (CRD# 6185047) is an Investment Advisor Representative working at Cereus Financial Advisors, LLC. in Franklin Lakes, NJ and has over 3 years of experience in the finance industry. David Haas 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Please see my website at http://cereusfinancial.com

 

I offer services in the following areas:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Funding
  • Career Transitions
  • Insurance
  • Investment Management
  • Tax Planning

I would be happy to discuss your needs with you.

 

Cereus Financial Advisors, LLC. is a registered investment advisor in the state of New Jersey. I can work with clients in multiple states based on the de minimus exemption rules of each state.

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Disclosure
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