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JC

Jaeden A. Cruz

PRESILIUM PRIVATE WEALTH
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 7078984
JC

Professional summary

Jaeden Alexander Cruz, who also goes by Jaeden Cruz, Jaeden A Cruz, Jaeden A. Cruz, is a registered financial advisor currently at PRESILIUM PRIVATE WEALTH, LLC located in Radnor, Pennsylvania.

Jaeden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jaeden has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jaeden Cruz | Jaeden A Cruz | Jaeden A. Cruz

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 Jaeden Alexander Cruz'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

March 20, 2026 - Present

PRESILIUM PRIVATE WEALTH, LLC

Office #1: 150 North Radnor Chester Road Ste F110, Radnor, PA 19087
RIA
CRD#: 318345
Radnor, PA
Past

October 27, 2025 - March 19, 2026

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
PHILADELPHIA, PA
Past

August 29, 2022 - November 16, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Langhorne, PA
Past

April 5, 2022 - May 8, 2024

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
LANGHORNE, PA
Past

March 23, 2020 - October 13, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BALA CYNWYD, PA
Past

September 19, 2019 - October 13, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BALA CYNWYD, PA

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".
PP
PRESILIUM PRIVATE WEALTH, LLC
PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA
Registered Investment Advisory firm - (3/16/2022 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
Pennsylvania
(3/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/18/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/20/2019
Securities Industry Essentials Examination

Current Firm

PP
PRESILIUM PRIVATE WEALTH, LLC
PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA
Registered Investment Advisory firm - (3/16/2022 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
150 North Radnor Chester Road Ste F110, Radnor, PA 19087
Mailing Address
Phone number
(215) 982-4140
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - FORM ADV PART 2A (3/9/2026)

Regulatory assets under management

Total Number of Accounts380
AUM (Assets Under Management)$ 671,659,251

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.

Company Information

PRESILIUM PRIVATE WEALTH, LLC

CRD#: 318345Radnor, PA 19087

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