Smf Financial Advisors, LLC

Smf Financial Advisors, LLC (CRD# 119193) is a financial advisory firm headquartered in Clifton, NJ. They manage $595,373,751 in 1,423 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    1,423
    ACCOUNTS
  • Average Account Value
    $418,393
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, MA, NC, NJ, NY, TX, VA

Financial Advisors at Smf Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kyle R. Stawicki
CRD#: 4992104
855 Valley Road, Clifton, NJ 07013
96
Wealthminder
score

Kyle Stawicki (CRD# 4992104) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 8 years of experience in the finance industry.

2
Jo-ann A. Gallerstein
CRD#: 216933
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Jo-ann Gallerstein (CRD# 216933) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 17 years of experience in the finance industry.

3
Jason L. Gutman
CRD#: 4604930
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Jason Gutman (CRD# 4604930) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 11 years of experience in the finance industry.

4
Joseph A. Piela
CRD#: 4124973
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Joseph Piela (CRD# 4124973) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 5 years of experience in the finance industry. Joseph Piela 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.

5
Michael J. Shenker
CRD#: 3069147
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Michael Shenker (CRD# 3069147) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 18 years of experience in the finance industry.

6
Glenn S. Skola
CRD#: 5133984
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Glenn Skola (CRD# 5133984) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has over 10 years of experience in the finance industry.

7
Jeremy D. Rhen
CRD#: 6494593
855 Valley Road, Clifton, NJ 07013
87
Wealthminder
score

Jeremy Rhen (CRD# 6494593) is an Investment Advisor Representative working at Smf Financial Advisors, LLC in Clifton, NJ and has 1 year of experience in the finance industry.

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