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STAWNYCHY FINANCIAL SERVICES, INC.

KINNELON, NJ · CRD 128859 · IAPD ↗ · stawnychyfinancial.com · 973-283-0024

$131.2MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — STAWNYCHY FINANCIAL SERVICES, INC. (KINNELON, NJ) is newly SEC-registered with $113.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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