Unclaimed Profile

Terri Lynn Marakos

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey

Clean recordCRA FINANCIAL SERVICES, L.L.C.

332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 4627227Firm CRD# 124004

Profile Verification

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

Identity

Terri Lynn Marakos · NORTHFIELD, NJ

Registration

CRD #4627227 · CRA FINANCIAL SERVICES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terri Lynn Marakos is a registered financial advisor based in NORTHFIELD, New Jersey, affiliated with CRA FINANCIAL SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CRA FINANCIAL SERVICES, L.L.C.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRA FINANCIAL SERVICES, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4627227

Firm CRD# 124004

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terri Lynn Marakos offer?

Terri Lynn Marakos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, New Jersey for a consultation.

What are Terri Lynn Marakos's credentials?

Terri Lynn Marakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terri Lynn Marakos located?

Terri Lynn Marakos is based in NORTHFIELD, New Jersey, working with CRA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Terri Lynn Marakos charge for services?

Terri Lynn Marakos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRA FINANCIAL SERVICES, L.L.C.?

CRA FINANCIAL SERVICES, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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