Cra Financial Services, L.L.C

Investment Advisor
in Northfield, NJ

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About this Advisor

Jeffrey Hilliard is a certified financial planner working out of Northfield, New Jersey who has 6 years of industry experience. Hilliard is an advisor for Cra Financial Services, L.L.C. Over the course of their career, Hilliard has held roles at Prestige Wealth Management, Triad Advisors, Inc, Cra Financial Services, L.L.C and The Pillar Strategies. Hilliard maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and Texas. Cra Financial Services, L.L.C is a business based out of Northfield, NJ. It administers $966 million in assets across its 3,081 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 3,081 client accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types charged by Cra Financial Services, L.L.C likely include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

332 Tilton Road
Northfield, NJ 08225

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Cra Financial Services, L.L.C Brokerage Details

Total Assets Under Management


NJ Average: $10,121,009,343
Total Number of Employees


NJ Average: 92
Total Number of Accounts


NJ Average: 6,978
Average Account Size


NJ Average: $1,450,417

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

Jeffrey Hilliard Work History

Jeffrey has been registered as a financial advisor for 6 years.*

2017 - Present (6 years)

Cra Financial Services, L.L.C

2017 - 2017 (< 1 year)

The Pillar Strategies

2013 - 2017 (4 years)

Prestige Wealth Management

2013 - 2017 (4 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Jeffrey Hilliard 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 Cra Financial Services, L.L.C

Jeffrey Hilliard
Northfield, NJ
Robert Martin
Northfield, NJ
Gordon Shearer
Northfield, NJ
Samantha Swiderski
Northfield, NJ
Joseph Mccaffrey
Northfield, NJ
Philip Tompkins
Northfield, NJ
Donna Savastani
Northfield, NJ
Jennifer Colon
Northfield, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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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.

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