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 9 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 18 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 12 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 6 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 19 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 11 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 over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.