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Cereus Financial Advisors, LLC CRD 279033
$39.1M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
| NJ | RA | APPROVED | 2015-10-15 |
Branch Locations
795 Franklin Avenue Suite 205, Building B, Franklin Lakes, NJ 07417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cereus Financial Advisors, Llc | Franklin Lakes | NJ | 09/2015 | Present |
1) Financial Planning Association of NJ; Non Investment Related; Industry Group; Education Director, President-Elect in 2023, and President in 2024; 01/01/2022; Approximately 20 hours per month; Head up Education Committee which presents educational events for FPA members. Part of executive committee with budgetary oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-26 |
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