Edward
Swikart
Cfs Investment Advisory Services LLC
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About this Advisor
Edward Swikart is a financial advisor based in Totowa, New Jersey, working with Cfs Investment Advisory Services LLC. Edward has previously held positions at Cfs Investment Advisory Services LLC, Ef Legacy Securities, LLC, Edelman Financial Services, LLC, and Sanders Morris Harris LLC. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Edward is part of Cfs Investment Advisory Services LLC, which operates out of Totowa, New Jersey. The firm has 2 offices and 10 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cfs Investment Advisory Services LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cfs Investment Advisory Services LLC Brokerage Details
$2,087,107,293
10
3,323
$628,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Edward Swikart Work History
Cfs Investment Advisory Services LLC
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
Sanders Morris Harris LLC
Cfs Investment Advisory Services LLC
Disclosures
Please visit the SEC profile of Edward Swikart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cfs Investment Advisory Services LLC
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
Totowa, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
