John
Resnick

Efficient Advisors

CRD#2564858
Investment Advisor
in Mason, OH

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About this Advisor

John Resnick is a financial advisor based in Mason, Ohio with a total of 8 years of relevant experience. Resnick is on the advisory team at Efficient Advisors. The advisor has gained experience at Fiduciary Advisors, LLC, Efficient Advisors and Liberty Partners Financial Services, LLC. Resnick maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Efficient Advisors is a financial advisory company operating in Mason, Ohio. The firm has offices in three locations and a total of 25 employees. It handles $2 billion in total assets among its 12,950 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 12,950 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually are based on the services offered. However, fees billed by Efficient Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Mason, OH

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Efficient Advisors Brokerage Details

Total Assets Under Management

$1,870,228,388

Total Number of Employees

25

Total Number of Accounts

12,950

Average Account Size

$144,419

Investment Advisory Services

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

John Resnick Work History

John has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Efficient Advisors

2013 - Present (11 years)

Efficient Advisors

2019 - 2022 (3 years)

Liberty Partners Financial Services, LLC

2012 - 2017 (5 years)

Fiduciary Advisors, 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 John Resnick 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 Efficient Advisors

John Resnick
Mason, OH
Dawn Santoriello
Yardley, PA
Nathan Fulks
Matthews, NC
Jhon Khan
Cincinnati, OH
William Murray Ii
Scottsdale, AZ
Mark Zorko
Mason, OH
Marc Becker
Durham, NC
Timothy Chisholm
Newtown Square, PA

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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