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GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RED BANK, NJ · CRD 133088 · IAPD ↗ · cluwealthadvisors.com · 732-280-6886

$673.8MRegulatory AUM
29Advisory reps
32Employees
0Clients
1-10Planning clients
0Private funds
49States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC changed its website from gardenstatesecurities.com to cluwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC crossed $500M in regulatory AUM ($445.6M -> $561.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC grew from 27 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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