Cra Financial Services, LLC

Cra Financial Services, LLC (CRD# 124004) is a financial advisory firm headquartered in Northfield, NJ. They manage $456,949,661 in 1,664 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    1,664
    ACCOUNTS
  • Average Account Value
    $274,609
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
  • 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.

FL, NJ, NY, PA

Financial Advisors at Cra Financial Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Robert T. Martin
CRD#: 5206015
332 Tilton Road, Northfield, NJ 08225
96
Wealthminder
score

Robert Martin (CRD# 5206015) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 10 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.

2
Matthew J. Reynolds
CRD#: 3153455
332 Tilton Road, Northfield, NJ 08225
96
Wealthminder
score

Matthew Reynolds (CRD# 3153455) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 18 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.

3
Jennifer M. Colon
CRD#: 4491182
332 Tilton Road, Northfield, NJ 08225
93
Wealthminder
score

Jennifer Colon (CRD# 4491182) 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.

4
Thomas E. Reynolds
CRD#: 3152986
332 Tilton Road, Northfield, NJ 08225
93
Wealthminder
score

Thomas Reynolds (CRD# 3152986) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 18 years of experience in the finance industry.

5
Donna Savastani
CRD#: 4614453
332 Tilton Road, Northfield, NJ 08225
93
Wealthminder
score

Donna Savastani (CRD# 4614453) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 10 years of experience in the finance industry.

6
Francis C. Thomas
CRD#: 4629331
332 Tilton Road, Northfield, NJ 08225
93
Wealthminder
score

Francis Thomas (CRD# 4629331) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 16 years of experience in the finance industry.

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