Unclaimed Profile

Lynn Rooney Bilcik

CRITICAL MATH ADVISORS LLC·HAMILTON, New Jersey

Clean recordCRITICAL MATH ADVISORS LLC

3840 QUAKERBRIDGE ROAD, SUITE 130, HAMILTON, NJ 08619CRD# 5149684Firm CRD# 138613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Rooney Bilcik · HAMILTON, NJ

Registration

CRD #5149684 · CRITICAL MATH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

CRITICAL MATH ADVISORS LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRITICAL MATH ADVISORS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 5149684

Firm CRD# 138613

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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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