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Terri Lynn Marakos

CRA FINANCIAL SERVICES, L.L.C.·NORTHFIELD, New Jersey
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332 TILTON ROAD, NORTHFIELD, NJ 08225CRD# 4627227Firm CRD# 124004
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRA FINANCIAL SERVICES, L.L.C.
CRA FINANCIAL SERVICES, L.L.C.
AUM
$1.2B
Regulatory assets under management
Employees
13
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4627227
Firm CRD# 124004
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in NORTHFIELD
Michael Adam Rosen — NORTHSTAR ADVISORY GROUP, LLCDonna Savastani — CRA FINANCIAL SERVICES, L.L.C.John J. Hughes — QUANTUM CAPITAL ADVISORS, LLCFrank Pelosi — CRA FINANCIAL SERVICES, L.L.C.Yu Jin Kim — TOEWS CORPORATION
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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