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CFS INVESTMENT ADVISORY SERVICES LLC

TOTOWA, NJ · CRD 106577 · IAPD ↗ · 973-826-8800

$2.73BRegulatory AUM
10Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — CFS INVESTMENT ADVISORY SERVICES LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — CFS INVESTMENT ADVISORY SERVICES LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — CFS INVESTMENT ADVISORY SERVICES LLC now reports custody of client assets ($106.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.