Gregory M. Makowski

CFS INVESTMENT ADVISORY SERVICES LLC | Managing Member

Totowa, NJ 07512

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CRD#: 1029875

Professional summary

Gregory Mark Makowski, AIF®, CFP®, who also goes by Greg Makowski, is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Gregory has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance

Trading individual securities

Financial planning

Trust & estate planning

Philanthropic services

Executive services/Equity comp...

Institutional consulting

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Greg Makowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INDEPENDENT INSURANCE AGENT, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ, 9/1981 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 2. DEROSA FAMILY TRUST 4411 LOS FELIZ BLVD APT 506 LOS ANGELES, CA 90027. BEGAN 7/1/12 AS TRUSTEE FOR A FAMILY TRUST OF A 30 YR OLD FRIEND. HE NAMED ME AS THE EXECUTOR AND TRUSTEE FOR HIS FAMILY. NOT THE REP/ADVISOR ON ANY ACCOUNTS INVOLVED WITH THE TRUST. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. 2 HOURS DURING TRADING. 3. CFSIAS, LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ 07512. BEGAN 6/2005 AS MANAGING MEMBER FOR REAL ESTATE WHERE BUSINESS IS LOCATED. DEVOTES 1 HR/WK-NONE DURING TRADING. 4. CFS INVESTMENT ADVISORY SERVICES LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ, 1/1994 AS MANAGING MEMBER/ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. 5. CFS Investment Advisory Services, LLC 97 Lackawanna Ave Suite 101, Totowa NJ 07512. CO-Author of Book/ Managing Member. 9/6/2017. Investment Related. 2/weekly, 0/trading. 6. WILLIAM PATERSON UNIVERSITY COTSAKOS COLLEGE OF BUSINESS, 300 POMPTON RD, WAYNE, NJ, 10/2018 AS ADVISORY AND ADVANCEMENT BOARD MEMBER. NIR - 5/MO - 0/TRADING. 7. CFSIAS II, LLC, 97 LACKAWANNA AVE, STE 101, TOTOWA, NJ 07512. BEGAN 1/2020 AS MANAGING MEMBER FOR REAL ESTATE WHERE BUSINESS IS LOCATED. DEVOTES 1 HR/WK-NONE DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mark Makowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

October 13, 2004 - Present

CFS INVESTMENT ADVISORY SERVICES LLC

Office #1: 97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

RIA

CRD#: 106577

Totowa, NJ

Past

February 1, 2005 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

TOTOWA, NJ

Past

August 1, 2003 - February 4, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

June 15, 1993 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

November 4, 1991 - June 11, 1993

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 5, 1989 - November 15, 1991

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

June 27, 1988 - July 14, 1989

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 25, 1986 - July 11, 1988

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

January 17, 1986 - September 2, 1986

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Past

March 29, 1985 - February 24, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

Past

February 12, 1985 - April 8, 1985

ADVANCED EQUITY GROUP, INC.

CRD#: 13873

Past

April 19, 1984 - October 22, 1984

BUTCHER & SINGER INC.

CRD#: 6517

Past

December 6, 1983 - April 9, 1984

SILLS, ZOPPA & ASSOCIATES, INC.

CRD#: 13304

Past

May 17, 1982 - November 7, 1983

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

March 30, 1982 - May 17, 1982

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/13/2004)

IAR

New York
(9/15/2021)

IAR

Pennsylvania
(4/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/10/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/18/1982

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/28/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/19/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 Approved)

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Contact information

Main Address

97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

Mailing Address

Phone number

(973) 826-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,383
AUM (Assets Under Management)	$ 2,376,592,617

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Gregory M. Makowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Mark Makowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

ROBERT THOMAS SECURITIES, INC

FSC SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

PRINCIPAL SECURITIES, INC.

FSC SECURITIES CORPORATION

ADVANCED EQUITY GROUP, INC.

BUTCHER & SINGER INC.

SILLS, ZOPPA & ASSOCIATES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CFS INVESTMENT ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/1999

Series 63

Date: 1/11/1989

SIE

Date: 12/31/2017

Series 31

Date: 12/10/2007

Series 7

Date: 12/18/1982

Series 22

Date: 9/28/1982

Series 6

Date: 3/19/1982

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFS INVESTMENT ADVISORY SERVICES LLC

TRUST BUT VERIFY

Contact information

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