Tfs Advisory Services
Tfs Advisory Services (CRD# 20626) is a financial advisory firm headquartered in Lincroft, NJ. They manage $1,317,985,140 in 5,238 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,318MILLION
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Total Number of Accounts5,238ACCOUNTS
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Average Account Value$251,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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
Theresa Nist (CRD# 3181553) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 24 years of experience in the finance industry.
Joseph Okaly (CRD# 5377082) is an Investment Advisor Representative working at Tfs Advisory Services in Cedar Knolls, NJ and has over 15 years of experience in the finance industry.
Richard Panchookian (CRD# 1814861) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 36 years of experience in the finance industry.
Bipin Patel (CRD# 4663333) is an Investment Advisor Representative working at Tfs Advisory Services in East Brunswick, NJ and has over 20 years of experience in the finance industry.
Chaitanya Patel (CRD# 4509550) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 21 years of experience in the finance industry.
Jim Poncha (CRD# 2243358) is an Investment Advisor Representative working at Tfs Advisory Services in Holliswood, NY and has over 31 years of experience in the finance industry.
Sidney Poretsky (CRD# 365860) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 26 years of experience in the finance industry.
Hugh Quinn (CRD# 2952445) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 23 years of experience in the finance industry.
Walter Rapka (CRD# 3175053) is an Investment Advisor Representative working at Tfs Advisory Services in Bayonne, NJ and has over 24 years of experience in the finance industry.
Patrick Ratz (CRD# 4309056) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 21 years of experience in the finance industry.