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Lynn Rooney Bilcik

CRITICAL MATH ADVISORS LLC·HAMILTON, New Jersey
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3840 QUAKERBRIDGE ROAD, SUITE 130, HAMILTON, NJ 08619CRD# 5149684Firm CRD# 138613
01

About

Lynn Rooney Bilcik is a registered financial advisor based in HAMILTON, New Jersey, affiliated with CRITICAL MATH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
CRITICAL MATH ADVISORS LLC
CRITICAL MATH ADVISORS LLC
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CRITICAL MATH ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5149684
Firm CRD# 138613
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynn Rooney Bilcik offer?
Lynn Rooney Bilcik specializes in Investment Management, Wealth Management. Contact their office in HAMILTON, New Jersey for a consultation.
What are Lynn Rooney Bilcik's credentials?
Lynn Rooney Bilcik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Rooney Bilcik located?
Lynn Rooney Bilcik is based in HAMILTON, New Jersey, working with CRITICAL MATH ADVISORS LLC. Their office serves clients in the HAMILTON metropolitan area and surrounding communities.
How does Lynn Rooney Bilcik charge for services?
Lynn Rooney Bilcik's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRITICAL MATH ADVISORS LLC?
CRITICAL MATH ADVISORS LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in HAMILTON
Joy A. Sheehan — PRINCETON ADVISORY GROUP, INC.Kenneth Alan Kamen — MERCADIEN ASSET MANAGEMENT, LLCLewis Stuart Arno — CRITICAL MATH ADVISORS LLCDerek Scott Bilcik — CRITICAL MATH ADVISORS LLCMunish Sood — PRINCETON ADVISORY GROUP, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
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