Graebe Financial Services, LLC

Graebe Financial Services, LLC (CRD# 118619) is a financial advisory firm headquartered in , . They manage $18,229,363 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $225,054
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.

NJ, NY

Financial Advisors at Graebe Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew A. Dickson
CRD#: 2737943
,
96
Wealthminder
score

Matthew Dickson (CRD# 2737943) is an Investment Advisor Representative working at Graebe Financial Services, LLC in , and has over 19 years of experience in the finance industry. Matthew Dickson 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
William S. Graebe
CRD#: 226930
698 Forest Avenue, Staten Island, NY 10310
96
Wealthminder
score

William Graebe (CRD# 226930) is an Investment Advisor Representative working at Graebe Financial Services, LLC in Staten Island, NY and has over 30 years of experience in the finance industry.

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