AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DS

Donald D. Siok

NAVAID FINANCIAL SERVICES
Haddonfield, NJ 08033
Some features on this profile are disabled
CRD#: 2381978
DS

Professional summary

Donald Drew Siok is a registered financial professional currently at NAVAID FINANCIAL SERVICES, INC. located in Haddonfield, New Jersey.

Donald is registered as a RR (Registered Representative) and started their career in finance in 1993. Donald has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 31, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
JSC ASSET MANAGEMENT INVESTMENT RELATED 505 Chews Landing Rd HADDONFEILD, NJ 08033 JSC ASSET MANAGMENT IS THE GENERAL PARTNER OF THE JSC MUNICIPAL BOND FUND. I AM A PARTNER IN THIS BUSINESS. I DEVOTE A FEW HOURS EACH NIGHT TO THE BUSINESS. I AM RESPONSIBLE FOR THE GENERAL OPERATIONS OF THE FIRM. THE START DATE OF THE BUSINESS ACTIVITY IS NOVEMBER 1ST 2007 JSC ADVISORS INVESTMENT IS RELATED I AM A PARTNER IN THIS BUSINESS. I DEVOTE A FEW HOURS EACH DAY AS NEEDED TO THE BUSINESS. I AM RESPONSIBLE FOR THE GENERAL OPERATIONS OF THE FIRM. THE START DATE OF THE BUSINESS IS SEPTEMBER 8TH 2008.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Donald Drew Siok'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

September 13, 2007 - Present

NAVAID FINANCIAL SERVICES, INC.

Office #1: 21 E Euclid Ave, Haddonfield, NJ 08033Office #2: 21 E Euclid Ave, Haddonfield, NJ 08033
BD
CRD#: 42607
Haddonfield, NJ
Past

April 3, 2020 - December 31, 2024

JSC ADVISORS, LLC

RIA
CRD#: 147973
Haddonfield, NJ
Past

January 18, 2018 - December 31, 2019

JSC ADVISORS, LLC

RIA
CRD#: 147973
HADDONFIELD, NJ
Past

October 2, 2008 - December 31, 2017

JSC ADVISORS, LLC

RIA
CRD#: 147973
HADDONFIELD, NJ
Past

June 21, 2005 - October 8, 2007

KILDARE CAPITAL, INC.

BD
CRD#: 45796
PHILADELPHIA, PA
Past

November 7, 2000 - June 17, 2005

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

November 20, 1998 - November 6, 2000

USACAPITAL INC.

BD
CRD#: 19674
PHILADELPHIA, PA
Past

October 8, 1996 - November 18, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 26, 1993 - October 17, 1994

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA

State Registrations and Notice Filings

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

RR
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

RR
Delaware
(6/12/2009)
RR
Florida
(10/6/2023)
RR
New Jersey
(9/13/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/29/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/19/1996
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/7/2002
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NAVAID FINANCIAL SERVICES, INC.
NAVAID FINANCIAL SERVICES, INC.

CRD#: 42607 / SEC#: , 8-49897

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
21 E Euclid Ave, Haddonfield, NJ 08033
Mailing Address
21 E Euclid Ave, Haddonfield, NJ 08033
Phone number
(215) 985-9100
Established
Delaware since 03/09/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CARNEY, JOHN ANTHONYPRESIDENT/CHIEF FINANCIAL OPERATIONS OFFICER2418078
SIOK, DONALD DREWCEO/ CHIEF COMPLIANCE OFFICER2381978

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.

Company Information

NAVAID FINANCIAL SERVICES, INC.

CRD#: 42607Haddonfield, NJ 08033

TRUST BUT VERIFY

Monitor Donald Siok

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Boris Niko
Boris NikoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Feasterville, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics