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AP

Alexander C. Paszkiewicz

CFS INVESTMENT ADVISORY SERVICES
Totowa, NJ 07512
Some features on this profile are disabled
CRD#: 7285680
AP

Professional summary

Alexander Christopher Paszkiewicz is a registered financial advisor currently at CFS INVESTMENT ADVISORY SERVICES LLC located in Totowa, New Jersey.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alexander has worked at 1 firm and has passed the Series 65 exam.

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 Alexander Christopher Paszkiewicz'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

September 15, 2020 - 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".
CI
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
(9/15/2020)
IAR
New York
(9/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/2020
Uniform Investment Adviser Law Examination

Current Firm

CI
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
13

SEC notice filing (15 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

ADV 2A (3/5/2026)

Regulatory assets under management

Total Number of Accounts3,437
AUM (Assets Under Management)$ 2,730,118,221

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

CFS INVESTMENT ADVISORY SERVICES LLC

CRD#: 106577Totowa, NJ 07512

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