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 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
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 Carney
PresidentCRD 2418078
John Fegely
Registered RepresentativeCRD 1229675
Christopher Jauffret
Registered RepresentativeCRD 2340248
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
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