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Samantha Rae Swiderski

Cra Financial Services, L.L.C.

Northfield, NJ

CRD 7669464

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Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cra Financial Services, L.L.C.

332 Tilton Road, Northfield, NJ 08225 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-19
  • NJ RA
    APPROVED
    Since 2023-01-19

Branch Locations

332 Tilton Road, Northfield, NJ 08225 • 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
Woodmere Senior Housing Spotswood NJ 10/2015 08/2019
Simply Nail & Spa East Brunswick NJ 05/2019 03/2020
Unemployed Spotswood NJ 03/2020 09/2020
Ocean Casino Resort Atlantic City NJ 09/2020 07/2021
Cra Financial Services, L.L.C. Northfield NJ 08/2021 Present
Spotswood High School Spotswood NJ 09/2013 06/2017
  • 10/2015 → 08/2019
    Woodmere Senior Housing
    Spotswood, NJ
  • 05/2019 → 03/2020
    Simply Nail & Spa
    East Brunswick, NJ
  • 03/2020 → 09/2020
    Unemployed
    Spotswood, NJ
  • 09/2020 → 07/2021
    Ocean Casino Resort
    Atlantic City, NJ
  • 08/2021 → Present
    Northfield, NJ
  • 09/2013 → 06/2017
    Spotswood High School
    Spotswood, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-26

View on SEC IAPD

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