Steven
Hardardt

Precision Financial Services

CRD#6154536
Investment Advisor
in Mine Hill, NJ

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About this Advisor

Steven Hardardt is a financial advisor based in Mine Hill, New Jersey, with 9 years of relevant experience. Hardardt works at Precision Financial Services. Their career trajectory has included roles at Lpl Financial LLC, Pfs Partners, LLC and Leigh Baldwin & Co., LLC. Hardardt holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Precision Financial Services is a registered investment business based in Mine Hill, NJ. It has offices in two locations and a total of nine financial advisors. It administers $268 million in assets under management across its 1,168 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,168 accounts, 21% are held by high-net-worth clients who have at least $1 million in investable assets. Precision Financial Services offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually are based on which service is offered. However, fees billed by Precision Financial Services most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

350 Us Highway 46
Mine Hill, NJ 07803

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Precision Financial Services Brokerage Details

Total Assets Under Management

$267,887,999

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

9

NJ Average: 92
Total Number of Accounts

1,168

NJ Average: 6,978
Average Account Size

$229,356

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Steven Hardardt Work History

Steven has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Pfs Partners, LLC

2015 - 2016 (1 year)

Leigh Baldwin & Co., LLC

2013 - 2015 (2 years)

Lpl Financial 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 Steven Hardardt 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 Precision Financial Services

Marc Abramson
Mine Hill, NJ
Steven Hardardt
Mine Hill, NJ
Matthew Lafevre
Mine Hill, NJ
Ethan Kraft
Mine Hill, NJ
David Gorman
Mine Hill, NJ
David Vollmer
Mine Hill, NJ
Michael Babyak Jr Ii
Mine Hill, 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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