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 incorporated and listed as an SEC-registered adviser since 1997. FINTRX classifies ownership as individual and lists the firm as unclassified for business type. The profile indicates the firm is not a capital allocator, is not active on ESG, and is not registered as a multi-state adviser or pension consultant. FINTRX does not supply descriptions of the firm’s advisory activities, client mix, fee structure, or specific investment focus.
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
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