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Gregory Mark Makowski

CFS INVESTMENT ADVISORY SERVICES LLC·TOTOWA, New Jersey
SIE, Series 6, Series 7, Series 22, Series 31, Series 63, Series 65CFPClean record21 years registeredCFS INVESTMENT ADVISORY SERVICES LLC
97 LACKAWANNA AVENUE, TOTOWA, NJ 07512CRD# 1029875Firm CRD# 106577

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Mark Makowski · TOTOWA, NJ
Registration
CRD #1029875 · CFS INVESTMENT ADVISORY SERVICES LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

CFS INVESTMENT ADVISORY SERVICES LLC
Oct 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 31
Series 63
Series 65
Registration record
First registered · October 13, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CFS INVESTMENT ADVISORY SERVICES LLC
CRD 106577 · SEC 801-45064
AUM
$2.1B
Regulatory assets under management
Employees
10
3,323 client accounts
Services offered by CFS INVESTMENT ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CFS INVESTMENT ADVISORY SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Mark Makowski offer?
Gregory Mark Makowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOTOWA, New Jersey for a consultation.
What are Gregory Mark Makowski's credentials?
Gregory Mark Makowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory Mark Makowski located?
Gregory Mark Makowski is based in TOTOWA, New Jersey, working with CFS INVESTMENT ADVISORY SERVICES LLC. Their office serves clients in the TOTOWA metropolitan area and surrounding communities.
How does Gregory Mark Makowski charge for services?
Gregory Mark Makowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFS INVESTMENT ADVISORY SERVICES LLC?
CFS INVESTMENT ADVISORY SERVICES LLC has approximately 10 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CFS INVESTMENT ADVISORY SERVICES LLC

Harris Scott Nydick
TOTOWA, NJ
CFP

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Nearby cities in New Jersey
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