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James Vincent Wallerius

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey
SIE, Series 6, Series 63, Series 6524 years registeredSYSTEMATIC FINANCIAL MANAGEMENT LP
300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 1976241Firm CRD# 106146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Vincent Wallerius · TEANECK, NJ
Registration
CRD #1976241 · SYSTEMATIC FINANCIAL MANAGEMENT LP · 24 years registered
Brand Profile
Not yet started
01

Career History

SYSTEMATIC FINANCIAL MANAGEMENT LP
Jun 2002 – present
SYSTEMATIC FINANCIAL MANAGEMENT LP
Feb 2002 – Jun 2002
TEANECK, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · February 27, 2002
Years registered · 24
03

Disclosure History

1989Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146 · SEC 801-48908
AUM
$3.4B
Regulatory assets under management
Employees
18
156 client accounts
Services offered by SYSTEMATIC FINANCIAL MANAGEMENT LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP →
Introduction

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05

Frequently Asked Questions

What services does James Vincent Wallerius offer?
James Vincent Wallerius specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.
What are James Vincent Wallerius's credentials?
James Vincent Wallerius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Vincent Wallerius located?
James Vincent Wallerius is based in TEANECK, New Jersey, working with SYSTEMATIC FINANCIAL MANAGEMENT LP. Their office serves clients in the TEANECK metropolitan area and surrounding communities.
How does James Vincent Wallerius charge for services?
James Vincent Wallerius's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYSTEMATIC FINANCIAL MANAGEMENT LP?
SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP

Daniel Kevin Mccreesh
TEANECK, NJ
Aman R Patel
TEANECK, NJ
Kenneth Burgess
TEANECK, NJ
Karen Elizabeth Kohler
TEANECK, NJ
Richard Scott Plummer
TEANECK, NJ
CFA
Ronald Matthew Mushock
TEANECK, NJ

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