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Jordan Ian Szekely

CHERRYDALE WEALTH MANAGEMENT, LLC·HOBOKEN, New Jersey
Series 3, Series 7, Series 65, Series 66Clean record11 years registeredCHERRYDALE WEALTH MANAGEMENT, LLC
221 RIVER STREET, HOBOKEN, NJ 07030CRD# 5752557Firm CRD# 171541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Ian Szekely · HOBOKEN, NJ
Registration
CRD #5752557 · CHERRYDALE WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CHERRYDALE WEALTH MANAGEMENT, LLC
Jan 2015 – present
CHERRYDALE WEALTH MANAGEMENT, LLC
Dec 2014 – Dec 2014
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 65
Series 66
Registration record
First registered · December 2, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHERRYDALE WEALTH MANAGEMENT, LLC
CRD 171541 · SEC 801-110057
AUM
$328M
Regulatory assets under management
Employees
2
260 client accounts
Services offered by CHERRYDALE WEALTH MANAGEMENT, 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 CHERRYDALE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jordan Ian Szekely offer?
Jordan Ian Szekely specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HOBOKEN, New Jersey for a consultation.
What are Jordan Ian Szekely's credentials?
Jordan Ian Szekely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Ian Szekely located?
Jordan Ian Szekely is based in HOBOKEN, New Jersey, working with CHERRYDALE WEALTH MANAGEMENT, LLC. Their office serves clients in the HOBOKEN metropolitan area and surrounding communities.
How does Jordan Ian Szekely charge for services?
Jordan Ian Szekely'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 CHERRYDALE WEALTH MANAGEMENT, LLC?
CHERRYDALE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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