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, working with Precision Financial Services. Steven has previously held positions at Lpl Financial LLC, Pfs Partners, LLC, and Leigh Baldwin & Co., LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, and Texas. Currently, Steven is part of Precision Financial Services, which operates out of Mine Hill, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $320.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Precision Financial Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

$320,608,121

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

16

NJ Average: 92
Total Number of Accounts

1,251

NJ Average: 6,978
Average Account Size

$256,281

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

2014 - Present (10 years)

Pfs Partners, LLC

2015 - 2016 (1 year)

Leigh Baldwin & Co., LLC

2013 - 2015 (2 years)

Lpl Financial LLC

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

Miguel Dajer-Rodriguez
Mine Hill, NJ
Socrates Leotsakos
Mine Hill, NJ
Steven Hardardt
Mine Hill, NJ
Marc Abramson
Mine Hill, NJ
Matthew Lafevre
Mine Hill, NJ
Ethan Kraft
Mine Hill, NJ
David Gorman
Mine Hill, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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