Tfs Advisory Services

Tfs Advisory Services (CRD# 20626) is a financial advisory firm headquartered in Lincroft, NJ. They manage $655,773,490 in 3,282 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    656
    MILLION
  • Total Number of Accounts
    3,282
    ACCOUNTS
  • Average Account Value
    $199,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

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, VT, WA, WI, WV

Financial Advisors at Tfs Advisory Services
Showing 1 - 10 of 135 top financial advisors.
1
William J. Bohannan
CRD#: 4905234
847 Broadway, Bayonne, NJ 07002
96
Wealthminder
score

William Bohannan (CRD# 4905234) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 11 years of experience in the finance industry. William Bohannan 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.

2
Charles W. Bowden
CRD#: 2343587
437 Newman Springs Road, Lincroft, NJ 07738
96
Wealthminder
score

Charles Bowden (CRD# 2343587) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 11 years of experience in the finance industry.

3
Charles A. Brady
CRD#: 846718
437 Newman Springs Road, Lincroft, NJ 07738
96
Wealthminder
score

Charles Brady (CRD# 846718) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 30 years of experience in the finance industry. Charles Brady 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.

4
Scott R. Brady
CRD#: 4841939
437 Newman Springs Road, Lincroft, NJ 07738
96
Wealthminder
score

Scott Brady (CRD# 4841939) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 12 years of experience in the finance industry. Scott Brady 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
Christopher M. Briamonte
CRD#: 2502658
871 Poole Avenue, Hazlet, NJ 07730
96
Wealthminder
score

Christopher Briamonte (CRD# 2502658) is an Investment Advisor Representative working at Tfs Advisory Services in Hazlet, NJ and has over 19 years of experience in the finance industry. Christopher Briamonte 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.

6
Anthony P. Carro
CRD#: 1637512
437 Newman Springs Road, Lincroft, NJ 07738
96
Wealthminder
score

Anthony Carro (CRD# 1637512) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 23 years of experience in the finance industry.

7
Thomas C. Corley
CRD#: 4814354
847 Broadway, Bayonne, NJ 07002
96
Wealthminder
score

Thomas Corley (CRD# 4814354) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 10 years of experience in the finance industry. Thomas Corley 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.

8
Richard M. Curcio
CRD#: 4345873
437 Newman Springs Road, Lincroft, NJ 07738
96
Wealthminder
score

Richard Curcio (CRD# 4345873) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 15 years of experience in the finance industry. Richard Curcio 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.

9
Bruce E. Gandolfi
CRD#: 1306547
Hammonton, NJ
96
Wealthminder
score

Bruce Gandolfi (CRD# 1306547) is an Investment Advisor Representative working at Tfs Advisory Services in Hammonton, NJ and has over 20 years of experience in the finance industry.

10
John E. Graziano
CRD#: 2117182
Tenafly, NJ
96
Wealthminder
score

John Graziano (CRD# 2117182) is an Investment Advisor Representative working at Tfs Advisory Services in Tenafly, NJ and has over 23 years of experience in the finance industry. John Graziano 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.

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