Systematic Financial Management LP

Systematic Financial Management LP (CRD# 106146) is a financial advisory firm headquartered in Teaneck, NJ. They manage $9,438,281,851 in 600 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,438
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $15,730,470
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Systematic Financial Management LP
Showing 1 - 7 of 7 top financial advisors.
1
Kenneth Burgess
CRD#: 2366785
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666
96
Wealthminder
score

Kenneth Burgess (CRD# 2366785) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 24 years of experience in the finance industry.

2
Daniel K. McCreesh
CRD#: 1570657
300 Frank W. Burr Blvd., Glenpointe East, 7th Floor, Teaneck, NJ 07666
96
Wealthminder
score

Daniel McCreesh (CRD# 1570657) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 22 years of experience in the finance industry.

3
Eoin E. Middaugh
CRD#: 2916840
Systematic Financial Management, Lp, 300 Frank W. Burr Boulevard, Teaneck, NJ 07666
96
Wealthminder
score

Eoin Middaugh (CRD# 2916840) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 20 years of experience in the finance industry.

4
Ronald M. Mushock
CRD#: 2149331
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666
96
Wealthminder
score

Ronald Mushock (CRD# 2149331) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 24 years of experience in the finance industry.

5
Joseph M. Sharma
CRD#: 2686038
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666
96
Wealthminder
score

Joseph Sharma (CRD# 2686038) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 21 years of experience in the finance industry.

6
Gyanendra K. Joshi
CRD#: 800095
300 Frank W. Burr Blvd., Glenpointe East, 7th Floor, Teaneck, NJ 07666
93
Wealthminder
score

Gyanendra Joshi (CRD# 800095) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 26 years of experience in the finance industry.

7
James V. Wallerius
CRD#: 1976241
Fernandina Beach, FL
68
Wealthminder
score

James Wallerius (CRD# 1976241) is an Investment Advisor Representative working at Systematic Financial Management LP in Fernandina Beach, FL and has over 28 years of experience in the finance industry.

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