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Jordan Ian Szekely

CHERRYDALE WEALTH MANAGEMENT, LLC·HOBOKEN, New Jersey
Unclaimed Profile
221 RIVER STREET, HOBOKEN, NJ 07030CRD# 5752557Firm CRD# 171541
01

About

Jordan Ian Szekely is a registered financial advisor based in HOBOKEN, New Jersey, affiliated with CHERRYDALE WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
CHERRYDALE WEALTH MANAGEMENT, LLC
CHERRYDALE WEALTH MANAGEMENT, LLC
AUM
$328M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CHERRYDALE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5752557
Firm CRD# 171541
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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