Charles Jon Strlekar

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-10-17
AL	RA	APPROVED	2025-10-16
VT	RA	APPROVED	2025-10-16
NJ	RA	APPROVED	2024-06-24
NY	RA	APPROVED	2023-02-16

Branch Locations

Caldwell, NJ • United States

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

Organization	City	State	From	To
Vanguard Marketing Corporation	Malvern	PA	06/2021	11/2021
Valley Bank	Wayne	NJ	06/2019	12/2019
Mlb Network	Seacaucus	NJ	05/2018	08/2018
Seton Hall Preparatory School	West Orange	NJ	09/2013	05/2017
Saint Joseph's University	Philadelphia	PA	08/2017	05/2021
Saint Joseph's University	Philadelphia	PA	01/2021	05/2021
Hennion & Walsh, Inc.	Boca Raton	FL	12/2021	01/2023
Hennion & Walsh Asset Management, Inc.	Boca Raton	FL	12/2021	01/2023
Tiaa	New York	NY	02/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	New York	NY	02/2023	Present

06/2021 → 11/2021

Vanguard Marketing Corporation

Malvern, PA
06/2019 → 12/2019

Valley Bank

Wayne, NJ
05/2018 → 08/2018

Mlb Network

Seacaucus, NJ
09/2013 → 05/2017

Seton Hall Preparatory School

West Orange, NJ
08/2017 → 05/2021

Saint Joseph's University

Philadelphia, PA
01/2021 → 05/2021

Saint Joseph's University

Philadelphia, PA
12/2021 → 01/2023

Hennion & Walsh, Inc.

Boca Raton, FL
12/2021 → 01/2023

Hennion & Walsh Asset Management, Inc.

Boca Raton, FL
02/2023 → Present

Tiaa

New York, NY
02/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-01
S63	Uniform Securities Agent State Law Examination	2022-04-04

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