Joel
Schreiber
Sfi Advisors, LLC
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About this Advisor
Joel Schreiber is a certified financial planner working out of Montclair, New Jersey with a total of 6 years of industry experience. Schreiber is an employee of Sfi Advisors, LLC. During their career, Schreiber has held roles at Nfp Securities, Inc, Kestra Investment Services, LLC, Sfi Advisors, LLC and Kestra Advisory Services, Inc. Schreiber maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Sfi Advisors, LLC is a registered investment company operating out of Montclair, NJ. The company has a total of 10 employees. It administers $197 million in total assets among its 335 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 335 accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Sfi Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sfi Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$196,960,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
10
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
335
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$587,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Joel Schreiber Work History
Joel has been registered as a financial advisor for 6 years.*
Sfi Advisors, LLC
Sfi Advisors, LLC
Kestra Advisory Services, Inc
Nfp Securities, Inc
Kestra Investment Services, LLC
*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.
Disclosures
Please visit the SEC profile of Joel Schreiber 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 Sfi Advisors, LLC
Montclair, NJ
Duluth, GA
Duluth, GA
Montclair, NJ
Montclair, NJ
Montclair, 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 profile-compliance@smartasset.com.
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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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