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Chief Compliance Officer & Managing Member · Cherrydale Wealth Management, LLC

Jordan I. Szekely

CRD 5752557 · Named on Form ADV at one SEC-registered adviser

At a glance

Cherrydale Wealth Management, LLC, an SEC-registered wealth manager based in Montclair, NJ with $495 million in regulatory assets, lists Jordan I. Szekely on its Form ADV as Chief Compliance Officer & Managing Member, a control person.

Firms and roles

AtlasMembers

Jordan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.