Stawnychy Financial Services, Inc.

Stawnychy Financial Services, Inc. (CRD# 128859) is a financial advisory firm headquartered in Kinnelon, NJ. They manage $93,600,000 in 260 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $360,000
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Stawnychy Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Zoriana M. Stawnychy
CRD#: 849856
135 Kinnelon Road, Suite 101, Kinnelon, NJ 07405

Zoriana Stawnychy (CRD# 849856) is an Registered Investment Advisor  in Kinnelon, NJ and has over 30 years of experience in the finance industry. Zoriana Stawnychy 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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