Cra Financial Services, LLC

Cra Financial Services, LLC (CRD# 124004) is a financial advisory firm headquartered in Northfield, NJ. They manage $966,091,824 in 3,081 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    966
    MILLION
  • Total Number of Accounts
    3,081
    ACCOUNTS
  • Average Account Value
    $313,564
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
The map below shows states where this firm has explicit registration only.

CA, DE, FL, LA, NC, NH, NJ, NV, NY, PA, SC, TX, VA

Financial Advisors at Cra Financial Services, LLC
Showing 1 - 10 of 11 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 20 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 17 years of experience in the finance industry.

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 16 years of experience in the finance industry.

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 16 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 24 years of experience in the finance industry.

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 24 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 17 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 18 years of experience in the finance industry.

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 22 years of experience in the finance industry.

10
Samantha R. Swiderski
CRD#: 7669464
332 Tilton Road, Northfield, NJ 08225

Samantha Swiderski (CRD# 7669464) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has 1 year of experience in the finance industry.

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