Sfi Advisors, LLC
Sfi Advisors, LLC (CRD# 287929) is a financial advisory firm headquartered in Montclair, NJ. They manage $239,000,000 in 297 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management239MILLION
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Total Number of Accounts297ACCOUNTS
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Average Account Value$804,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, GA, IL, LA, NH, NJ, NY, TX
Peter Goodman (CRD# 1826165) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 35 years of experience in the finance industry.
Christopher Sampers (CRD# 2806315) is an Investment Advisor Representative working at Sfi Advisors, LLC in Duluth, GA and has over 27 years of experience in the finance industry.
John Sampers (CRD# 2439443) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 29 years of experience in the finance industry.
Joel Schreiber (CRD# 4467640) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 22 years of experience in the finance industry.
Scott Smith (CRD# 2325807) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 31 years of experience in the finance industry.
Connor Tarleton (CRD# 7040697) is an Investment Advisor Representative working at Sfi Advisors, LLC in Duluth, GA and has over 3 years of experience in the finance industry.