Anthony E. Ghetian

CFS INVESTMENT ADVISORY SERVICES LLC

Totowa, NJ 07512

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CRD#: 5867126

Professional summary

Anthony E Ghetian, CFP® is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Anthony has worked at 5 firms and has passed the Series 66, SIE 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 Anthony E Ghetian'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 25, 2020 - Present

CFS INVESTMENT ADVISORY SERVICES LLC

Office #1: 97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

RIA

CRD#: 106577

Totowa, NJ

Past

October 16, 2018 - July 16, 2019

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SHORT HILLS, NJ

Past

April 22, 2016 - November 1, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

SHORT HILLS, NJ

Past

September 14, 2012 - November 2, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

SHORT HILLS, NJ

Past

December 5, 2011 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

SHORT HILLS, NJ

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".

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/25/2020)

IAR

New York
(9/15/2021)

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 66

Date: 9/13/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2011

General Securities Representative Examination

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

CFS COMMON FINANCIAL SENSE | CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577 / SEC#: 801-45064

RIA

Registered Investment Advisory firm - (12/28/1993 Approved)

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Contact information

Main Address

97 Lackawanna Avenue Suite 101, Totowa, NJ 07512

Mailing Address

Phone number

(973) 826-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,383
AUM (Assets Under Management)	$ 2,376,592,617

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.

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Anthony E. Ghetian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony E Ghetian's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

Primary Firm SEC Registration

CFS INVESTMENT ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2011

Current Firm

CFS INVESTMENT ADVISORY SERVICES LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFS INVESTMENT ADVISORY SERVICES LLC

TRUST BUT VERIFY

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