Harris S. Nydick

CFS INVESTMENT ADVISORY SERVICES | Managing Member

TOTOWA, NJ 07512

CRD#: 1346496

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Professional summary

Harris Scott Nydick, CFP® is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

Harris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Harris has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Biography

We develop conservative wealth strategies designed to help you create and maintain the lifestyle you deserve.

Question & Answer

What are your service offerings?

Executive services/Equity comp...

Trust & estate planning

Insurance

Philanthropic services

Trading individual securities

Institutional consulting

Financial planning

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

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harris Scott Nydick'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®

CFP^®

Certified Financial Planner

Start date: 1989

Education

Business, Communications

1980 - 1984

Experience

Current

October 11, 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

September 16, 1986 - August 26, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

March 19, 1985 - September 22, 1986

J. ROBBINS SECURITIES, INC.

CRD#: 13084

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
(10/11/2004)

IAR

New York
(9/15/2021)

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: 5/10/1985

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: 8/25/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/26/1993

General Securities Principal 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 (3/5/2026)

Regulatory assets under management

Total Number of Accounts	3,437
AUM (Assets Under Management)	$ 2,730,118,221

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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Harris S. Nydick

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harris Scott Nydick's CRS (Customer Relationship Summary).

Certified licenses

Education

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

J. ROBBINS SECURITIES, 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: 5/10/1985

SIE

Date: 12/31/2017

Series 31

Date: 8/25/2006

Series 7

Date: 3/16/1985

Series 24

Date: 8/26/1993

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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