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Jeffrey Steven Cresci

WISS PRIVATE CLIENT ADVISORS, LLC·FLORHAM PARK, New Jersey
Clean recordWISS PRIVATE CLIENT ADVISORS, LLC
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932CRD# 4277216Firm CRD# 286319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Steven Cresci · FLORHAM PARK, NJ
Registration
CRD #4277216 · WISS PRIVATE CLIENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Steven Cresci is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with WISS PRIVATE CLIENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WISS PRIVATE CLIENT ADVISORS, LLC
WISS PRIVATE CLIENT ADVISORS, LLC
AUM
$540M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WISS PRIVATE CLIENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4277216
Firm CRD# 286319
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Steven Cresci offer?
Jeffrey Steven Cresci specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are Jeffrey Steven Cresci's credentials?
Jeffrey Steven Cresci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Steven Cresci located?
Jeffrey Steven Cresci is based in FLORHAM PARK, New Jersey, working with WISS PRIVATE CLIENT ADVISORS, LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does Jeffrey Steven Cresci charge for services?
Jeffrey Steven Cresci's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISS PRIVATE CLIENT ADVISORS, LLC?
WISS PRIVATE CLIENT ADVISORS, LLC has approximately 9 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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