CFS Investment Advisory Services LLC

Overview

CFS Investment Advisory Services LLC is an SEC registered investment adviser based in Totowa, NJ, registered since 1993. It reports $2.7B in assets under management across 3,437 accounts, with 13 employees. It has 10 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

68%

Accounts

3,437

Average account

$794K

Employees

13

Advisory reps

10

Registered since

1993

Jurisdictions

15

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Gregory Mark Makowski Managing Member, Chief Compliance Officer CRD 1029875
• Harris Scott Nydick Managing Member, Chief Operating Officer CRD 1346496

Advisory reps 3 of 10

• John Joseph Bartlett Insurance Agent · Investment Adviser Rep CRD 5973991
• Anthony Elliot Ghetian Insurance Agent · Investment Adviser Rep CRD 5867126
• Robert Michael Jaffe Investment Adviser Rep CRD 4460292

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

97 Lackawanna Ave Ste 101
Totowa, NJ 07512

County

Passaic

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 15 jurisdictions
• Website: cfsias.com

Every state, with registration dates

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