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 is SEC-registered with an initial registration year of 1997. The firm is listed as individually owned and is classified in the data as "unclassified," with limited public detail on its business model or advisory offerings. The profile indicates the firm does not function as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not identify as a pension consultant or related adviser. Available fields for fee structure, specific advisory activities, and client segments are not populated in the source data, so there is little granular information about how the firm positions its services or how it sources and manages client relationships.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Donald Siok

    Donald Siok

    CEOCRD 2381978

Contacts

3 of 3
  • John Carney

    PresidentCRD 2418078

  • John Fegely

    Registered RepresentativeCRD 1229675

  • Christopher Jauffret

    Registered RepresentativeCRD 2340248

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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