Personal Cfo Solutions LLC

Personal Cfo Solutions LLC (CRD# 158248) is a financial advisory firm headquartered in Chester, NJ. They manage $381,580,871 in 1,547 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
223 Main Street, Chester, NJ 07930
http://www.pcfos.com
By the Numbers
  • Total Assets Under Management
    382
    MILLION
  • Total Number of Accounts
    1,547
    ACCOUNTS
  • Average Account Value
    $246,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CT, DE, FL, MA, MD, NJ, NY, PA, TX, VA

Financial Advisors at Personal Cfo Solutions LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Vieira, financial advisor Chester NJ
John F. Vieira
CRD#: 4305977
223 Main Street, Chester, NJ 07930
98
Wealthminder
score

John Vieira (CRD# 4305977) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 11 years of experience in the finance industry.

2
Bryan Landadio, financial advisor Chester NJ
Bryan P. Landadio
CRD#: 2734849
223 Main Street, Chester, NJ 07930
96
Wealthminder
score

Bryan Landadio (CRD# 2734849) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 21 years of experience in the finance industry. Bryan Landadio 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 Kirkland, financial advisor Concord MA
Michael J. Kirkland
CRD#: 5772525
2352 Main Street, Suite 109, Concord, MA 01742
93
Wealthminder
score

Michael Kirkland (CRD# 5772525) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Concord, MA and has over 6 years of experience in the finance industry.

4
Patrick Nolan, financial advisor Chester NJ
Patrick A. Nolan
CRD#: 2873111
223 Main Street, Chester, NJ 07930
93
Wealthminder
score

Patrick Nolan (CRD# 2873111) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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