Cra Financial Services, L.L.C
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About this Advisor
Joseph Mccaffrey is a certified financial planner working in Northfield, New Jersey, with a total of 3 years of industry experience. Mccaffrey works at Cra Financial Services, L.L.C. The advisor has gained experience at Hrc Fund Associates, LLC, Hrc Portfolio Solutions, LLC, Nuveen Investments and Cra Financial Services, L.L.C. Mccaffrey maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Cra Financial Services, L.L.C is an advisory company that has its headquarters in Northfield, NJ. It administers $966 million in assets under management between its 3,081 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 3,081 accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Cra Financial Services, L.L.C offers a diverse array 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 charged by financial advisors depend on the services provided. However, fees billed by Cra Financial Services, L.L.C most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cra Financial Services, L.L.C Brokerage Details
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
Joseph Mccaffrey Work History
Joseph has been registered as a financial advisor for 3 years.*
Cra Financial Services, L.L.C
Hrc Portfolio Solutions, LLC
Hrc Fund Associates, 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.
Please visit the SEC profile of Joseph Mccaffrey 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
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 firstname.lastname@example.org.
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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.