Theodore M. Suleski

BLUEFIN FINANCIAL

Moorestown, NJ 08057

Some features on this profile are disabled

CRD#: 2869487

Professional summary

Theodore Michael Suleski, who also goes by Ted Suleski, is a registered financial advisor currently at BLUEFIN FINANCIAL located in Moorestown, New Jersey.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Theodore has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Suleski

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.

MONEY MANAGEMENT FINANCIAL SERVICES/INSURANCE SALES--EX. VP - 1% TIME SPENT - Investment Related - Start Date: 2/1999 - Located at 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057 DOUBLE SKI CAPITAL/REAL ESTATE--PARTNER - 1% TIME SPENT NONE/HORSE RACING--OWNER - 1% TIME SPENT SECURITIES AMERICA ADVISORS, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 4/2005 - Located at 212 W ROUTE 38 STE 106, MOORESTOWN, NJ 08057 DBA: Bluefin Financial

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Michael Suleski'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

August 7, 2017 - Present

BLUEFIN FINANCIAL

Office #1: 212 West Route 38 Suite 106, Moorestown, NJ 08057

RIA

CRD#: 288375

Moorestown, NJ

Past

September 26, 2017 - November 30, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

Moorestown, NJ

Past

April 27, 2005 - September 26, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MOORESTOWN, NJ

Past

April 27, 2005 - November 30, 2017

SECURITIES AMERICA, INC.

CRD#: 10205

MOORESTOWN, NJ

Past

July 1, 2003 - April 27, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MARLTON, NJ

Past

July 1, 2003 - April 27, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 6, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

MARLTON, NJ

Past

February 26, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 22, 1997 - March 2, 2001

FIRST COLONIAL SECURITIES

CRD#: 25121

BOCA RATON, FL

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".

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC

CRD#: 288375 / SEC#: 801-112245

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/29/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2018 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
(8/7/2017)

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: 10/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/1997

General Securities Representative Examination

Current Firm

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL | MONEY MANAGEMENT FINANCIAL SERVICES LLC

CRD#: 288375 / SEC#: 801-112245

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

Florida

Registered Investment Advisory firm - (1/29/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2018 Terminated)

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

212 West Route 38 Suite 106, Moorestown, NJ 08057

Mailing Address

Phone number

(856) 795-9998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (3/3/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 259,407,105

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.

Similar Advisors

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

Philadelphia, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Theodore M. Suleski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Michael Suleski's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

FIRST COLONIAL SECURITIES

Primary Firm SEC Registration

BLUEFIN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/1999

Series 63

Date: 4/16/1997

SIE

Date: 11/30/2017

Series 7

Date: 4/1/1997

Current Firm

BLUEFIN FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEFIN FINANCIAL

TRUST BUT VERIFY

Similar Advisors