Cherrydale Wealth Management, LLC

Cherrydale Wealth Management, LLC (CRD# 171541) is a financial advisory firm headquartered in , . They manage $21,469,226 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $258,665
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, NY

Financial Advisors at Cherrydale Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jordan I. Szekely
CRD#: 5752557
Weehawken, NJ
93
Wealthminder
score

Jordan Szekely (CRD# 5752557) is an Investment Advisor Representative working at Cherrydale Wealth Management, LLC in Weehawken, NJ and has over 6 years of experience in the finance industry.

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