Bluefin Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$283,488,301
Clients
329
Advisors
3
of 4 employees
About
Bluefin Financial provides portfolio management, financial planning, and pension/401(k) consulting to individuals (including high‑net‑worth clients) and plan sponsors. The firm manages roughly $290 million in client assets and serves several hundred accounts with both discretionary and non‑discretionary arrangements.
The firm documents client objectives and risk tolerance in an investment policy statement and typically seeks discretionary authority to implement portfolios. Its investment process blends fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term trading strategies, and it may use options strategies (including covered and uncovered positions) that carry additional risk.
Distinctive features include the firm’s close ties to other professional activities: a principal is a certified public accountant and multiple advisers maintain insurance licenses and may offer commissionable insurance products outside the advisory business; these affiliations and the potential conflicts they pose are disclosed in the brochure. Bluefin Financial also requires the use of a single custodian (Charles Schwab Advisor Services), provides quarterly custodian reporting, and offers services without an account minimum.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $500 and $5,000 for financial planning and pension consulting plans
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.75% $750,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.25% $5,000,001+: 0.10%
Insurance agents may receive commissions; commissions are not primary source of compensation
Hourly fees between $200 and $400 for financial planning and pension consulting
Minimum fee: Fixed fees between $250 and $25,000 depending on services and complexity Fee-only: Fixed fees and hourly fees available for financial planning and pension consulting services
Main office
212 West Route 38, Suite 106
Moorestown NJ 08057
Advisors at this office
3
Most active in
Florida · Louisiana · Maryland · New Jersey · Pennsylvania · South Carolina · Texas
Also doing business as
Bluefin Financial · Money Management Financial Services LLC · Money Management Financial Services LLC Dba Blue Fin Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Theodore S
Series 63, Series 65
Moorestown, NJ
Bluefin Financial
Theodore Suleski is a financial advisor with Bluefin Financial in Moorestown, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at Money Management Financial Services LLC, Securities America Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory work, he has interests as a partner in Double Ski Capital and as a horse racing owner. Bluefin Financial provides portfolio management, financial planning, and pension consulting to individuals and plan sponsors, managing approximately $290 million in client assets. The firm employs a mix of fundamental and technical analysis and uses both long- and short-term trading strategies, including options.
Walter M
Series 63, Series 65
Moorestown, NJ
Bluefin Financial
Walter Mccormac is a financial advisor at Bluefin Financial with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Equity Group, LLC, Securities America Advisors, Inc., and Money Management Financial Services. Outside of his advisory practice, he serves as Chairperson on the Mediation Panel for the Municipal Court of Audubon, New Jersey, where he volunteers to help resolve community disputes. Bluefin Financial provides portfolio management, financial planning, and pension/401(k) consulting to individuals and plan sponsors. The firm manages approximately $290 million in assets across several hundred accounts, employing a blend of fundamental and technical analysis, modern portfolio theory, and options strategies.
Joseph Z
CFP®, Series 63, Series 65
Moorestown, NJ
Bluefin Financial
Joseph Zielinski Jr. is a CFP® professional affiliated with Bluefin Financial in Moorestown, NJ, with 28 years of industry experience. He has worked with Money Management Financial Services LLC dba Bluefin Financial since 2017 and spent 14 years at Securities America Advisors, Inc. Zielinski also serves as a volunteer board member for the Moorestown Visiting Nurses Association and operates a tax preparation practice as a CPA. Bluefin Financial provides portfolio management, financial planning, and pension/401(k) consulting to individuals, including high-net-worth clients, and plan sponsors. The firm combines fundamental and technical analysis with modern portfolio theory and various trading strategies, managing approximately $290 million in client assets through discretionary and non-discretionary arrangements.
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