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Anthony E Ghetian

Advisor at CFS Investment Advisory Services LLC — Totowa, NJ

Updated today

Credentials

CFP®, Series 66

Experience

14 years

Location

Totowa, NJ 07512

CFS Investment Advisory Services LLC logo

CFS Investment Advisory Services LLC

Team

Total advisors

10

Clients per advisor

114 Very High

Avg AUM per client

$1,544,428 High

HNW client ratio

47% High

About

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Client services

Based on CFS Investment Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on CFS Investment Advisory Services LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Wealth management

Occupation focus

Based on CFS Investment Advisory Services LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees range from $500 to $5,000 for financial planning and consulting services; Fixed project-based fees for retirement plan consulting range from $25,000 to $65,000 annually; Fixed fee option available for investment management, negotiable

Percentage

0.25% – 1.25% annually (varies by advisor and account size)

Commissions

Certain supervised persons offer insurance products on a commission basis separately

Project-based

$450 per hour for financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Fixed fees range from $500 to $5,000; Hourly fee $450/hour for financial planning and consulting services; Fixed project fees from $25,000 to $65,000 annually for retirement plan consulting

Location

Totowa, NJ

97 Lackawanna Avenue, Suite 101

Totowa NJ 07512

Advisors at this office

10

Most active in

New Jersey · New York

Work history

14 years of industry experience

CFS Investment Advisory Services, L.L.C.

2019 - Present • 7 years

Totowa, NJ

EF Legacy Securities

2010 - 2019 • 9 years

Short Hills, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Christopher G

CFA®

Jersey City, NJ

Atherean Asset Management LLC

Christopher Gething founded Atherean Asset Management LLC in 2014 as an independent investment advisory firm after working as a financial adviser at various firms including MetLife Securities since 2006. He is also the managing member of the general partner to the Atherean Value Fund, LP, a value-oriented long-short equity fund which was formed in 2023. Prior to working in investment management he worked as an engineer at companies including ABAQUS, Inc, now part of Dassault Systèmes. He is a CFA charterholder and a member of the New York Society of Security Analysts, and is also a Certified Financial Planner practitioner. He has Sc.B. and Sc.M. degrees in engineering from Brown University, and did graduate work at the Massachusetts Institute of Technology, where he was a member of Sigma Xi. Atherean Asset Management LLC offers investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and investment funds. The firm manages customized separately managed accounts and a private pooled vehicle, Atherean Value Fund, LP, using an equity-centered approach that combines strategic asset allocation, tactical adjustments, and fundamental valuation.

Active portfolio management Concentrated stock management
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Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the sole advisor at Eslami & Co. Wealth Management, LLC in Glen Ridge, NJ. He holds a Series 65 designation and has one year of industry experience. Previously, he worked at Betterment and has been involved in developing AI-powered software for financial advisor workflows as a founding engineer of Warmer. Eslami also independently develops automated and semi-automated mid-frequency trading strategies for U.S. futures markets. Eslami & Co. Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm combines passive, diversified asset allocation with quantitative and active strategies, including the use of ETFs, mutual funds, and alternative risk premia, and is notable for offering tax-aware overlay strategies involving third-party Sub-Advisors and systematic trading approaches.

Tax-loss harvesting Active portfolio management Passive / index investing Equity compensation tax strategy Retirement withdrawal strategies Founder/Business Owner Executive Self-Employed Young Professionals
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Brian A

Series 7, Series 66

Parsippany, NJ

Comprehensive Wealth Services, LLC

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Passive / index investing Retirement income strategy Social Security optimization General tax planning Active portfolio management Founder/Business Owner

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy
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Daniel D

Series 63, Series 65, Series 7, Series 24

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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