Unclaimed Profile

Jeffrey Steven Cresci

WISS PRIVATE CLIENT ADVISORS, LLC·FLORHAM PARK, New Jersey

SIE, Series 3, Series 6, Series 7, Series 66Clean record24 years registeredWISS 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 · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WISS PRIVATE CLIENT ADVISORS, LLC

LINDE, HANSEN & CO., LLC

Mar 2011 – Oct 2013

FLORHAM PARK, NJ

LORD, ABBETT & CO. LLC

Jul 2002 – Apr 2007

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 66

Registration record

First registered · July 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WISS PRIVATE CLIENT ADVISORS, LLC

CRD 286319 · SEC 801-117284

AUM

$540M

Regulatory assets under management

Employees

486 client accounts

Services offered by WISS PRIVATE CLIENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WISS PRIVATE CLIENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Steven Cresci offer?

Jeffrey Steven Cresci specializes in Financial Planning, Investment Management, Fee-Only Advisory.

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, last registered with WISS PRIVATE CLIENT ADVISORS, LLC.

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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