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Steven William Tambone

S & A Financial Strategies & Services, LLC

Cherry Hill, NJ

CRD 4323965

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Employer firm

S & A Financial Strategies & Services, LLC CRD 140188

$16.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
S & A Financial Strategies & Services, Llc

1101 North Kings Highway - Suite 204, Cherry Hill, NJ 08034 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2006-05-03
PA RA APPROVED 2006-04-17
  • NJ RA
    APPROVED
    Since 2006-05-03
  • PA RA
    APPROVED
    Since 2006-04-17

Branch Locations

1101 North Kings Highway - Suite 204, Cherry Hill, NJ 08034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S & A Financial Strategies & Services , Llc Cherry Hill NJ 12/2012 Present
Previous Registrations
  • 2002-06-27 → 2006-03-06
    Waddell & Reed
    Langhorne, PA
    Charleroi, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-23
  • S66 Uniform Combined State Law Examination
    2001-02-23
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC

Nearby Investors

JOHN G MCCORMICK
SEAN MICHAEL STONEBACK
FRANK ANTHONY COSTA

Nearby Offices

EQUITABLE ADVISORS, LLC · CHERRY HILL, NJ
PNC WEALTH MANAGEMENT LLC · CHERRY HILL, NJ
HIGHTOWER ADVISORS, LLC · Cherry Hill, NJ

More in Cherry Hill, NJ

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