Krasney Financial, LLC

Krasney Financial, LLC (CRD# 105310) is a financial advisory firm headquartered in Mendham, NJ. They manage $743,816,906 in 1,929 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    744
    MILLION
  • Total Number of Accounts
    1,929
    ACCOUNTS
  • Average Account Value
    $385,597
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Krasney Financial, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jeremy T. Dunlop
CRD#: 5298142
Palm Beach, FL
96
Wealthminder
score

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Krasney Financial, LLC in Palm Beach, FL and has over 8 years of experience in the finance industry. Jeremy Dunlop 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
Shawn K. Hirsch
CRD#: 5592586
5 Cold Hill Road South, Suite 15, Mendham, NJ 07945
96
Wealthminder
score

Shawn Hirsch (CRD# 5592586) is an Investment Advisor Representative working at Krasney Financial, LLC in Mendham, NJ and has over 7 years of experience in the finance industry. Shawn Hirsch 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
Michael S. McDonald
CRD#: 5152087
Venice, FL
96
Wealthminder
score

Michael McDonald (CRD# 5152087) is an Investment Advisor Representative working at Krasney Financial, LLC in Venice, FL and has over 10 years of experience in the finance industry. Michael McDonald 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
Robert S. Adams
CRD#: 2458416
5 Cold Hill Road South, Suite 15, Mendham, NJ 07945
93
Wealthminder
score

Robert Adams (CRD# 2458416) is an Investment Advisor Representative working at Krasney Financial, LLC in Mendham, NJ and has over 22 years of experience in the finance industry.

5
Robin Bolton
CRD#: 4664458
5 Cold Hill Road South, Suite 15, Mendham, NJ 07945
93
Wealthminder
score

Robin Bolton (CRD# 4664458) is an Investment Advisor Representative working at Krasney Financial, LLC in Mendham, NJ and has over 11 years of experience in the finance industry.

6
Stephen A. Casey
CRD#: 1731721
Fort Myers Beach, FL
93
Wealthminder
score

Stephen Casey (CRD# 1731721) is an Investment Advisor Representative working at Krasney Financial, LLC in Fort Myers Beach, FL and has over 27 years of experience in the finance industry.

7
Stephanie A. Kotrady
CRD#: 2785117
Pompano Beach, FL
93
Wealthminder
score

Stephanie Kotrady (CRD# 2785117) is an Investment Advisor Representative working at Krasney Financial, LLC in Pompano Beach, FL and has over 20 years of experience in the finance industry.

8
Volodymyr N. Stasenko
CRD#: 5414088
5 Cold Hill Road South, Suite 15, Mendham, NJ 07945
93
Wealthminder
score

Volodymyr Stasenko (CRD# 5414088) is an Investment Advisor Representative working at Krasney Financial, LLC in Mendham, NJ and has over 8 years of experience in the finance industry.

9
Russell S. Towle
CRD#: 2283030
Orlando, FL
93
Wealthminder
score

Russell Towle (CRD# 2283030) is an Investment Advisor Representative working at Krasney Financial, LLC in Orlando, FL and has over 24 years of experience in the finance industry.

10
Stephen E. Tuttle
CRD#: 2191394
5 Cold Hill Road South, Suite 15, Mendham, NJ 07945
93
Wealthminder
score

Stephen Tuttle (CRD# 2191394) is an Investment Advisor Representative working at Krasney Financial, LLC in Mendham, NJ and has over 24 years of experience in the finance industry.

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