Theodore S. Byer

SMOLIN WEALTH ADVISORS

FAIRFIELD, NJ 07004

Some features on this profile are disabled

CRD#: 4715882

Professional summary

Theodore S Byer, CFP®, who also goes by Theodore Scott Byer, is a registered financial advisor currently at SMOLIN WEALTH ADVISORS, LLC located in Fairfield, New Jersey.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Theodore has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theodore Scott Byer

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 Theodore S Byer's 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: 2003

Experience

Current

August 22, 2024 - Present

SMOLIN WEALTH ADVISORS, LLC

Office #1: 165 Passaic Avenue, Fairfield, NJ 07004

RIA

CRD#: 170081

FAIRFIELD, NJ

Past

November 14, 2023 - January 7, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PARSIPPANY, NJ

Past

January 24, 2014 - August 22, 2024

SMOLIN WEALTH ADVISORS, LLC

RIA

CRD#: 170081

FAIRFIELD, NJ

Past

October 29, 2003 - December 31, 2010

STRATEGIC ADVISORY GROUP LLC

RIA

CRD#: 128832

ROSELAND, NJ

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

Florida
(8/30/2024)

IAR

New Jersey
(8/22/2024)

IAR

New York
(8/23/2024)

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

Current Firm

SMOLIN WEALTH ADVISORS, LLC

CRD#: 170081 / SEC#:

Florida

Registered Investment Advisory firm - (3/10/2016 Approved)

New Jersey

Registered Investment Advisory firm - (1/24/2014 Approved)

New York

Registered Investment Advisory firm - (8/20/2020 Approved)

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

10 Waterview Blvd Suite 300, Parsippany, NJ 07054

Mailing Address

Phone number

(973) 439-7200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Theodore S. Byer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore S Byer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMOLIN WEALTH ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

SMOLIN WEALTH ADVISORS, LLC

STRATEGIC ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Current Firm

SMOLIN WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SMOLIN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors