Cfs Investment Advisory Services LLC
Cfs Investment Advisory Services LLC (CRD# 106577) is a financial advisory firm headquartered in Totowa, NJ. They manage $2,087,107,293 in 3,323 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management2,087MILLION
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$628,079
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
John Bartlett (CRD# 5973991) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has 6 years of experience in the finance industry. John Bartlett 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.
Anthony Ghetian (CRD# 5867126) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 11 years of experience in the finance industry. Anthony Ghetian 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.
Robert Jaffe (CRD# 4460292) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 24 years of experience in the finance industry.
Alexandra Makowski (CRD# 6484618) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 8 years of experience in the finance industry. Alexandra Makowski 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.
Gregory Makowski (CRD# 1029875) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 35 years of experience in the finance industry. Gregory Makowski 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.
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.
Philip Nydick (CRD# 5973283) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 5 years of experience in the finance industry.
Edward Swikart (CRD# 712156) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 41 years of experience in the finance industry. Edward Swikart 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.
Alexander Paszkiewicz (CRD# 7285680) is an Investment Advisor Representative working at Cfs Investment Advisory Services LLC in Totowa, NJ and has over 3 years of experience in the finance industry.