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Jordan Ian Szekely

Cherrydale Wealth Management, LLC

Montclair, NJ

CRD 5752557

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Employer firm

Cherrydale Wealth Management, LLC CRD 171541

$495M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Cherrydale Wealth Management, Llc

28 Valley Road Suite 1, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-17
NY RA APPROVED 2021-05-30
CA RA APPROVED 2015-01-07
  • TX RA
    APPROVED_RES
    Since 2023-10-17
  • NY RA
    APPROVED
    Since 2021-05-30
  • CA RA
    APPROVED
    Since 2015-01-07

Branch Locations

28 Valley Road Suite 1, Montclair, NJ 07042 • 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
Cherrydale Wealth Management New York NY 08/2014 Present
  • 08/2014 → Present
    Cherrydale Wealth Management
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-03
S66 Uniform Combined State Law Examination 2010-03-02
  • S65 Uniform Investment Adviser Law Examination
    2014-06-03
  • S66 Uniform Combined State Law Examination
    2010-03-02

View on SEC IAPD

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