Zoriana M. Stawnychy

STAWNYCHY FINANCIAL SERVICES

Kinnelon, NJ 07405

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CRD#: 849856

Professional summary

Zoriana Maria Stawnychy, CFP®, who also goes by Zoriana Maria Salak, Zora Stawnychy, is a registered financial advisor currently at STAWNYCHY FINANCIAL SERVICES, INC. located in Kinnelon, New Jersey.

Zoriana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Zoriana has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zoriana Maria Salak | Zora Stawnychy

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 Zoriana Maria Stawnychy'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: 1987

Experience

Current

January 16, 2007 - Present

STAWNYCHY FINANCIAL SERVICES, INC.

Office #1: 135 Kinnelon Road Suite 101, Kinnelon, NJ 07405

RIA

CRD#: 128859

Kinnelon, NJ

Past

April 21, 2005 - December 31, 2006

STAWNYCHY FINANCIAL SERVICES, INC.

RIA

CRD#: 128859

BUTLER, NJ

Past

May 21, 2002 - July 28, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

KINNELON, NJ

Past

January 2, 1991 - July 28, 2016

LPL FINANCIAL LLC

CRD#: 6413

KINNELON, NJ

Past

December 16, 1985 - January 11, 1991

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

May 31, 1984 - December 12, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 14, 1978 - May 9, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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".

STAWNYCHY FINANCIAL SERVICES, INC.

STAWNYCHY FINANCIAL SERVCIES, INC. | STAWNYCHY FINANCIAL SERVICES, INC.

CRD#: 128859 / SEC#: 801-133023

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

Florida

Registered Investment Advisory firm - (6/25/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (6/26/2025 Terminated)

New York

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(2/17/2023)

IAR

New Jersey
(1/16/2007)

IAR

New York
(10/17/2022)

IAR

Texas
(8/15/2016)

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

Series 63

Date: 3/27/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 3/6/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/1/1991

General Securities Principal Examination

Current Firm

STAWNYCHY FINANCIAL SERVICES, INC.

STAWNYCHY FINANCIAL SERVCIES, INC. | STAWNYCHY FINANCIAL SERVICES, INC.

CRD#: 128859 / SEC#: 801-133023

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

Florida

Registered Investment Advisory firm - (6/25/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (6/26/2025 Terminated)

New York

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/25/2025 Terminated)

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Contact information

Main Address

135 Kinnelon Road Suite 101, Kinnelon, NJ 07405

Mailing Address

Phone number

(973) 283-0024

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STAWNYCHY FINANCIAL SERVICES, INC. WRAP BROCHURE (6/18/2025)

STAWNYCHY FINANCIAL SERVICES, INC. BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 113,900,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/21/2025	Cover Page	Report
12/22/2023	Cover Page	Report
08/05/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Zoriana M. Stawnychy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoriana Maria Stawnychy's CRS (Customer Relationship Summary).

Certified licenses

Experience

STAWNYCHY FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

STAWNYCHY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/1987

SIE

Date: 7/28/2016

Series 7

Date: 6/16/1984

Series 1

Date: 3/6/1978

Series 24

Date: 4/1/1991

Current Firm

STAWNYCHY FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STAWNYCHY FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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