Jordan I. Szekely

CHERRYDALE WEALTH MANAGEMENT

Hoboken, NJ 07030

Some features on this profile are disabled

CRD#: 5752557

Professional summary

Jordan Ian Szekely is a registered financial advisor currently at CHERRYDALE WEALTH MANAGEMENT, LLC located in Hoboken, New Jersey.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jordan has worked at 2 firms and has passed the Series 65, Series 66, Series 3 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Ian Szekely'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

January 7, 2015 - Present

CHERRYDALE WEALTH MANAGEMENT, LLC

Office #1: 221 River Street 9th Floor, Hoboken, NJ 07030

RIA

CRD#: 171541

Hoboken, NJ

Past

December 2, 2014 - December 31, 2014

CHERRYDALE WEALTH MANAGEMENT, LLC

RIA

CRD#: 171541

NEW YORK, NY

Past

February 17, 2010 - April 23, 2012

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT | SZEKELY, JORDAN | CHERRYDALE WEALTH MANAGEMENT, LLC

CRD#: 171541 / SEC#: 801-110057

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

California

Registered Investment Advisory firm - (1/6/2018 Terminated)

New York

Registered Investment Advisory firm - (12/7/2017 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

California
(1/7/2015)

IAR

New York
(5/30/2021)

IAR

Texas
(10/17/2023)

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: 6/3/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/2/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 3/19/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/16/2010

General Securities Representative Examination

Current Firm

CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT | SZEKELY, JORDAN | CHERRYDALE WEALTH MANAGEMENT, LLC

CRD#: 171541 / SEC#: 801-110057

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

California

Registered Investment Advisory firm - (1/6/2018 Terminated)

New York

Registered Investment Advisory firm - (12/7/2017 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

221 River Street 9th Floor, Hoboken, NJ 07030

Mailing Address

Phone number

(917) 838-7507

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B - BROCHURE SUPPLEMENT (1/28/2025)

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 407,079,669

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 Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordan I. Szekely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Ian Szekely's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHERRYDALE WEALTH MANAGEMENT, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

CHERRYDALE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2014

Series 66

Date: 3/2/2010

Series 3

Date: 3/19/2010

Series 7

Date: 2/16/2010

Current Firm

CHERRYDALE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHERRYDALE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors