MC
Michael J. Csedrik
KESTRA ADVISORY SERVICES
Paramus, NJ 07652
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CRD#: 6170734
MC
Professional summary
Michael John Csedrik JR., who also goes by Michael John Csedrik, Mickey John Csedrik Jr, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Paramus, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Paramus, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael John Csedrik | Mickey John Csedrik Jr
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.
Business Name: Wealth Preservation Solutions, LLC Investment Related: Yes Address: 45 Eisenhower Drive, Suite 550 Paramus NJ 07652 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Director of Retirement Plan Benefits Start Date: 9/16/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Account management employee education Assist in ProspectingBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 9/16/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Csedrik JR.'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®
NoneExperience
Current
September 23, 2019 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 45 Eisenhower Drive, Suite 550, Paramus, NJ 07652RIA
CRD#: 283330
Paramus, NJ
Current
September 20, 2019 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 45 Eisenhower Drive Suite 550, Paramus, NJ 07652BD
CRD#: 42046
Paramus, NJ
Past
June 8, 2017 - September 13, 2019
MMA SECURITIES LLC
RIA
CRD#: 44254
Saddlebrook, NJ
Past
June 14, 2016 - September 13, 2019
MMA SECURITIES LLC
BD
CRD#: 44254
Saddlebrook, NJ
Past
April 8, 2013 - May 2, 2016
ADP BROKER-DEALER, INC.
BD
CRD#: 37693
ROSELAND, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/20/2019)
RR
Delaware(3/7/2022)
IAR
Delaware(3/16/2022)
RR
District of Columbia(9/20/2019)
RR
Massachusetts(9/20/2019)
RR
New Jersey(9/20/2019)
IAR
New Jersey(9/26/2019)
RR
New York(9/20/2019)
RR
Pennsylvania(9/20/2019)
IAR
Texas(9/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
