Philip S. Nydick

CFS INVESTMENT ADVISORY SERVICES LLC

Totowa, NJ 07512

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CRD#: 5973283

Professional summary

Philip Samuel Nydick, CFP®, who also goes by Philip Nydick, Phil Samuel Nydick, is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Philip has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Nydick | Phil Samuel Nydick

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.

1.) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2.) STUDENT MENTOR AT TAMID GROUP. 1-2 HOURS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Samuel Nydick'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

Experience

Current

May 31, 2018 - Present

CFS INVESTMENT ADVISORY SERVICES LLC

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

RIA

CRD#: 106577

Totowa, 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
(5/31/2018)

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 65

Date: 5/18/2018

Uniform Investment Adviser Law 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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Philip S. Nydick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Samuel Nydick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFS INVESTMENT ADVISORY SERVICES LLC

Primary Firm SEC Registration

CFS INVESTMENT ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2018

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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