Stephen P. Liska

BLACK CORAL FINANCIAL ADVISORS

Mount Olive, NJ 07828

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CRD#: 2010888

Professional summary

Stephen Paul Liska, who also goes by Stephen Liska, is a registered financial advisor currently at BLACK CORAL FINANCIAL ADVISORS, LLC located in Mount Olive, New Jersey.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Stephen has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen Liska

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 Stephen Paul Liska'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®

None

Experience

Current

October 7, 2010 - Present

BLACK CORAL FINANCIAL ADVISORS, LLC

Office #1: 500 International Drive Suite 300, Mount Olive, NJ 07828

RIA

CRD#: 154623

Mount Olive, NJ

Past

July 30, 2002 - May 7, 2010

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

March 20, 2001 - May 7, 2010

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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".

BLACK CORAL FINANCIAL ADVISORS, LLC

CRD#: 154623 / SEC#: 801-73107

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

New Jersey

Registered Investment Advisory firm - (2/10/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/7/2010)

IAR

Texas
(5/14/2025)

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: 9/5/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/2001

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 2/15/1990

Non-Member General Securities Examination

Current Firm

BLACK CORAL FINANCIAL ADVISORS, LLC

CRD#: 154623 / SEC#: 801-73107

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

New Jersey

Registered Investment Advisory firm - (2/10/2012 Terminated)

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Contact information

Main Address

500 International Drive Suite 300, Mount Olive, NJ 07828

Mailing Address

Phone number

(973) 352-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (1/9/2025)

Regulatory assets under management

Total Number of Accounts	1,956
AUM (Assets Under Management)	$ 936,042,000

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.

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Firm Stability Insights

Stephen P. Liska

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Paul Liska's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

BLACK CORAL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2025

Series 63

Date: 7/25/2001

Series 7

Date: 3/19/2001

Series 2

Date: 2/15/1990

Current Firm

BLACK CORAL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK CORAL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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