George L. Cvijic

WESTMINSTER FINANCIAL ADVISORY CORP

Hershey, PA

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CRD#: 2160826

Professional summary

George Louis Cvijic is a registered financial advisor currently at WESTMINSTER FINANCIAL ADVISORY CORP located in Hershey, Pennsylvania and WESTMINSTER FINANCIAL SECURITIES, INC. located in Beavercreek, Ohio.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. George has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31 and Series 7 exams.

Question & Answer

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.

E.Z. HUNTER LLC, MANAGING MEMBER, 333 W CARACAS AVE, HERSHEY PA 1033 PH 717-315-6194, START 10/08/2006, TOTAL HRS MO. 25, DUTIES: ATTEND WEEKEND TRADE SHOWS, ACCOUNTING, SALES. VG Food Enterprises, Inc DBA Mother's Subs Owner 2101 N. 2nd St Harrisburg, PA 17110.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Louis Cvijic'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

April 1, 2010 - Present

WESTMINSTER FINANCIAL ADVISORY CORP

RIA

CRD#: 110283

Hershey, PA

Current

April 2, 2010 - Present

WESTMINSTER FINANCIAL SECURITIES, INC.

Office #1: 50 Chestnut Street Suite A-200, Beavercreek, OH 45440

CRD#: 20677

Beavercreek, OH

Past

December 22, 2008 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

TAMPA, FL

Past

December 22, 2008 - March 30, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

March 30, 2006 - December 23, 2008

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

LE MOYNE, PA

Past

November 18, 1996 - December 23, 2008

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

LE MOYNE, PA

Past

August 23, 1995 - December 6, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

December 16, 1992 - August 3, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 16, 1992 - August 3, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 30, 1991 - November 28, 1992

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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".

WESTMINSTER FINANCIAL ADVISORY CORP

CRD#: 110283 / SEC#: 801-29690

RIA

Registered Investment Advisory firm - (6/15/1987 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/1/2025)

Maryland
(5/27/2010)

New Jersey
(5/15/2023)

New York
(5/30/2017)

North Carolina
(4/16/2010)

IAR

North Carolina
(5/5/2022)

Ohio
(3/9/2021)

IAR

Ohio
(3/9/2021)

IAR

Pennsylvania
(4/1/2010)

Pennsylvania
(4/2/2010)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/31/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/29/1991

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WESTMINSTER FINANCIAL ADVISORY CORP

CRD#: 110283 / SEC#: 801-29690

RIA

Registered Investment Advisory firm - (6/15/1987 Approved)

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Contact information

Main Address

50 Chestnut Street Suite A-400, Beavercreek, OH 45440

Mailing Address

Phone number

(937) 898-5010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTMINSTER FINANCIAL ADVISORY CORP. ADV PART 2 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,255
AUM (Assets Under Management)	$ 1,224,901,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2024	Cover Page	Report
02/26/2024	Cover Page	Report
12/09/2022	Cover Page	Report

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

xxxxx@xxxx.xxx

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George L. Cvijic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Louis Cvijic's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTMINSTER FINANCIAL SECURITIES, INC.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

MORGAN STANLEY DW INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

WESTMINSTER FINANCIAL ADVISORY CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/1995

Series 63

Date: 9/9/1991

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 8/31/1995

Series 7

Date: 8/29/1991

FINRA

Current Firm

WESTMINSTER FINANCIAL ADVISORY CORP

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WESTMINSTER FINANCIAL ADVISORY CORP

TRUST BUT VERIFY

Contact information

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