Cherrydale Wealth Management, LLC
Cherrydale Wealth Management, LLC (CRD# 171541) is a financial advisory firm headquartered in , . They manage $60,840,254 in 165 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$368,729
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Szekely (CRD# 5752557) is an Investment Advisor Representative working at Cherrydale Wealth Management, LLC in New York, NY and has over 8 years of experience in the finance industry.