Cra Financial Services, LLC

Cra Financial Services, LLC (CRD# 124004) is a financial advisory firm headquartered in Northfield, NJ. They manage $764,405,791 in 839 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    764
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $911,092
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
  • 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
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, DE, FL, NJ, NY, PA, TX

Financial Advisors at Cra Financial Services, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jennifer M. Colon
CRD#: 4491182
332 Tilton Road, Northfield, NJ 08225

Jennifer Colon (CRD# 4491182) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 17 years of experience in the finance industry.

2
Jeffrey W. Hilliard
CRD#: 5079266
332 Tilton Road, Northfield, NJ 08225

Jeffrey Hilliard (CRD# 5079266) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 14 years of experience in the finance industry. Jeffrey Hilliard 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 T. Martin
CRD#: 5206015
332 Tilton Road, Northfield, NJ 08225

Robert Martin (CRD# 5206015) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 13 years of experience in the finance industry. Robert Martin 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.

4
Joseph McCaffrey
CRD#: 5427266
332 Tilton Road, Northfield, NJ 08225

Joseph McCaffrey (CRD# 5427266) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 12 years of experience in the finance industry.

5
Matthew J. Reynolds
CRD#: 3153455
332 Tilton Road, Northfield, NJ 08225

Matthew Reynolds (CRD# 3153455) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 21 years of experience in the finance industry. Matthew Reynolds 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.

6
Thomas E. Reynolds
CRD#: 3152986
332 Tilton Road, Northfield, NJ 08225

Thomas Reynolds (CRD# 3152986) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 21 years of experience in the finance industry.

7
Donna Savastani
CRD#: 4614453
332 Tilton Road, Northfield, NJ 08225

Donna Savastani (CRD# 4614453) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 13 years of experience in the finance industry.

8
Gordon S. Shearer
CRD#: 4229826
332 Tilton Road, Northfield, NJ 08225

Gordon Shearer (CRD# 4229826) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 15 years of experience in the finance industry. Gordon Shearer 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
Francis C. Thomas
CRD#: 4629331
332 Tilton Road, Northfield, NJ 08225

Francis Thomas (CRD# 4629331) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 19 years of experience in the finance industry.

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