Navaid Financial Services, Inc.
Firm details
- Headquarters
- Haddonfield, New Jersey
- CRD number
- 42607
- Registered since
- July 31, 1997
Firm profile
FINTRXOverview
Navaid Financial Services, Inc. is a corporation that has been SEC-registered since 1997. The firm is owned by an individual and is listed in the source dataset as “Unclassified.” The record indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, does not serve as a pension consultant, and has no reported related-adviser relationships. The dataset does not provide details on the firm’s investment strategies, fee schedules, client segments, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Donald Siok
CEOCRD 2381978
Contacts
3 of 3John Fegely
Registered RepresentativeCRD 1229675
Christopher Jauffret
Registered RepresentativeCRD 2340248
John Carney
PresidentCRD 2418078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Nylife Distributors LLC
Broker-DealerJersey City, NJ
Pershing Advisor Solutions LLC
Broker-DealerJersey City, NJ
Lord Abbett Distributor LLC
Broker-DealerJersey City, NJ
Nationwide Planning Associates Inc.
Broker-DealerFair Lawn, NJ
The Winning Edge Financial Group
Broker-DealerClifton, NJ
The Jeffrey Matthews Financial Group, L.L.C.
Broker-DealerFlorham Park, NJ