Sfi Advisors, LLC

Sfi Advisors, LLC (CRD# 287929) is a financial advisory firm headquartered in Montclair, NJ. They manage $239,000,000 in 297 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
79 Midland Ave., Montclair, NJ 07042
https://www.facebook.com/sfiadvisors/
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $804,714
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IL, LA, NH, NJ, NY, TX

Financial Advisors at Sfi Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Peter Goodman, financial advisor Montclair NJ
Peter E. Goodman
CRD#: 1826165
79 Midland Ave., Montclair, NJ 07042

Peter Goodman (CRD# 1826165) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 35 years of experience in the finance industry.

2
Christopher Sampers, financial advisor Duluth GA
Christopher R. Sampers
CRD#: 2806315
2250 Satellite Blvd., Suite 135, Duluth, GA 30097

Christopher Sampers (CRD# 2806315) is an Investment Advisor Representative working at Sfi Advisors, LLC in Duluth, GA and has over 27 years of experience in the finance industry.

3
John Sampers, financial advisor Montclair NJ
John H. Sampers
CRD#: 2439443
79 Midland Ave., Montclair, NJ 07042

John Sampers (CRD# 2439443) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 29 years of experience in the finance industry.

4
Joel Schreiber, financial advisor Montclair NJ
Joel A. Schreiber
CRD#: 4467640
79 Midland Ave., Montclair, NJ 07042

Joel Schreiber (CRD# 4467640) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 22 years of experience in the finance industry.

5
Scott Smith, financial advisor Montclair NJ
Scott R. Smith
CRD#: 2325807
79 Midland Ave., Montclair, NJ 07042

Scott Smith (CRD# 2325807) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 31 years of experience in the finance industry.

6
Connor Tarleton, financial advisor Duluth GA
Connor Tarleton
CRD#: 7040697
2250 Satellite Blvd., Suite 135, Duluth, GA 30097

Connor Tarleton (CRD# 7040697) is an Investment Advisor Representative working at Sfi Advisors, LLC in Duluth, GA and has over 3 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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