Unclaimed Profile

Stephen Neil Cheifetz

KADES & CHEIFETZ, LLC·BERWYN, Pennsylvania

Series 65Clean record25 years registeredKADES & CHEIFETZ, LLC

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 4604046Firm CRD# 285068

Profile Verification

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

Identity

Stephen Neil Cheifetz · BERWYN, PA

Registration

CRD #4604046 · KADES & CHEIFETZ, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Oct 2024 – present

KADES & CHEIFETZ, LLC

Mar 2017 – Jan 2025

BOCA RATON, FL

KADES FINANCIAL INC

Jul 2014 – Dec 2016

RADNOR, PA

RADNOR FINANCIAL ADVISORS, INC.

Jan 2001 – Jul 2014

WAYNE, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 24, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KADES & CHEIFETZ, LLC

CRD 285068 · SEC 801-108325

AUM

$407M

Regulatory assets under management

Employees

875 client accounts

Services offered by KADES & CHEIFETZ, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KADES & CHEIFETZ, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Neil Cheifetz offer?

Stephen Neil Cheifetz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Stephen Neil Cheifetz's credentials?

Stephen Neil Cheifetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Neil Cheifetz located?

Stephen Neil Cheifetz is based in BERWYN, Pennsylvania, working with KADES & CHEIFETZ, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Stephen Neil Cheifetz charge for services?

Stephen Neil Cheifetz'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 KADES & CHEIFETZ, LLC?

KADES & CHEIFETZ, LLC has approximately 2 employees and manages $407M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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