Theodore
Suleski
Bluefin Financial
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About this Advisor
Theodore Suleski is a financial advisor based in Moorestown, New Jersey with a total of 6 years of industry experience. Suleski is an employee of Bluefin Financial. Suleski has gained experience at Securities America, Inc, Securities America Advisors, Inc and Money Management Financial Services LLC Dba Bluefin Financial. Suleski holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Bluefin Financial is an advisory company based in Moorestown, NJ. It controls $208 million in total assets between its 701 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 701 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets. Bluefin Financial offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely are based on which service is offered. Fee types billed by Bluefin Financial can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluefin Financial Brokerage Details
$207,579,421
4
701
$296,119
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Theodore Suleski Work History
Theodore has been registered as a financial advisor for 6 years.*
Money Management Financial Services LLC Dba Bluefin Financial
Securities America, Inc
Securities America Advisors, Inc
*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 Theodore Suleski 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 Bluefin Financial
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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