Podell Financial Group LLC

Podell Financial Group LLC (CRD# 325383) is a financial advisory firm headquartered in Fairfield, NJ. They manage $140,623,000 in 473 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
271 Route 46w, Suite D105, Fairfield, NJ 07004
https://www.podellfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $297,300
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Podell Financial Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Kelly, financial advisor Fairfield NJ
Michael J. Kelly
CRD#: 4540662
271 Route 46w, Suite D105, Fairfield, NJ 07004

Michael Kelly (CRD# 4540662) is an Investment Advisor Representative working at Podell Financial Group LLC in Fairfield, NJ and has over 7 years of experience in the finance industry.

2
David Podell, financial advisor Fairfield NJ
David Podell
CRD#: 4546161
271 Route 46w, Suite D105, Fairfield, NJ 07004

David Podell (CRD# 4546161) is an Investment Advisor Representative working at Podell Financial Group LLC in Fairfield, NJ and has over 21 years of experience in the finance industry.

3
David Yates, financial advisor Fairfield NJ
David Yates
CRD#: 2645267
271 Route 46w, Suite D105, Fairfield, NJ 07004

David Yates (CRD# 2645267) is an Investment Advisor Representative working at Podell Financial Group LLC in Fairfield, NJ and has over 23 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals