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).

By the Numbers
  • Total Assets Under Management
    2,087
    MILLION
  • Total Number of Accounts
    3,323
    ACCOUNTS
  • Average Account Value
    $628,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Cfs Investment Advisory Services LLC
Showing 1 - 9 of 9 top financial advisors.
1
John J. Bartlett
CRD#: 5973991
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

2
Anthony E. Ghetian
CRD#: 5867126
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

3
Robert M. Jaffe
CRD#: 4460292
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

4
Alexandra M. Makowski
CRD#: 6484618
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

5
Gregory M. Makowski
CRD#: 1029875
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

6
Harris S. Nydick
CRD#: 1346496
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

7
Philip S. Nydick
CRD#: 5973283
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

8
Edward Swikart
CRD#: 712156
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

9
Alexander C. Paszkiewicz
CRD#: 7285680
97 Lackawanna Avenue, Suite 101, Totowa, NJ 07512

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.

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