NAVAID FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
HADDONFIELD, New Jersey
CRD number
42607
Registered since
July 31, 1997

Firm profile

FINTRX

Overview

Navaid Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 1997. Ownership is held by an individual rather than a corporate or institutional owner. FINTRX classifies the firm as unclassified and records it as neither a capital allocator nor an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed advisory entity. The dataset does not include a description of the firm’s client focus, fee model, or specific advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DONALD SIOK

    CEOCRD 2381978

Contacts

3 of 3
  • JOHN FEGELY

    Registered RepresentativeCRD 1229675

  • CHRISTOPHER JAUFFRET

    Registered RepresentativeCRD 2340248

  • JOHN CARNEY

    PresidentCRD 2418078

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HADDONFIELD, NJ

CAMDEN

Location

HADDONFIELD, NJ

Headquartered in HADDONFIELD, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CAMDEN
Address
21 E Euclid Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth