Cra Financial Services, L.L.C

Investment Advisor
in Northfield, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Samantha Swiderski is a financial advisor operating in Northfield, New Jersey. Swiderski is on the advisory team at Cra Financial Services, L.L.C. Over the course of their career, Swiderski has held roles at Woodmere Senior Housing, Simply Nail & Spa, Ocean Casino Resort, Cra Financial Services, L.L.C, Memorial Middle School and Spotswood High School. Swiderski maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in New Jersey. Cra Financial Services, L.L.C is a business headquartered in Northfield, NJ. It oversees $966 million in total assets across its 3,081 accounts, making it one of the larger firms in the country by assets under management. The firm advises nine charities and foundations. Of its 3,081 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a broad 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 for financial advice largely are based on the services. Fees billed by Cra Financial Services, L.L.C likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Samantha Swiderski Work History

Samantha has been registered as a financial advisor for 0 years.*

2021 - Present (2 years)

Cra Financial Services, L.L.C

2020 - 2021 (1 year)

Ocean Casino Resort

2019 - 2020 (1 year)

Simply Nail & Spa

2015 - 2019 (4 years)

Woodmere Senior Housing

2013 - 2017 (4 years)

Spotswood High School

2010 - 2013 (3 years)

Memorial Middle School

*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 Samantha Swiderski 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
Donna Savastani
Northfield, NJ
Philip Tompkins
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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started