Financial ADVSR advisor directory · SEC adviser records
Bluefin Financial financial advisors in New Jersey
Every SEC-registered investment adviser representative at a Bluefin Financial office in New Jersey, by city and A to Z.
The short answer
3 registered advisors work at Bluefin Financial in New Jersey, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Moorestown (3). 1 list the CFP designation and 0 are also registered broker representatives.
Bluefin Financial advisors by city in New Jersey
Every firm in New Jersey →Bluefin Financial advisors in New Jersey, A to Z
Search by name →- Walter J. McCormacMoorestown
- Theodore M. SuleskiMoorestown
- Joseph A. Zielinski Jr.Moorestown · Certified Financial Planner
Bluefin Financial advisors in every state →Bluefin Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Bluefin Financial financial advisors are in New Jersey?
3 investment adviser representatives are registered at Bluefin Financial offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in New Jersey does Bluefin Financial have the most advisors?
Moorestown, with 3. Bluefin Financial has advisors in 1 city in New Jersey.
How do I check a Bluefin Financial advisor in New Jersey?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bluefin Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.