A complete list of active advisors currently associated with Cherrydale Wealth Management, LLC

Warmer can help you find a great advisor at Cherrydale Wealth Management, LLC or one who fits your needs even better.

Cherrydale Wealth Management is an SEC-registered advisory firm that provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. Its services include goals-based financial planning and coordination of non-investment matters such as insurance, taxes, trusts, and philanthropy, with portfolios primarily constructed from ETFs and no-load institutional mutual funds. The firm follows a consultative, long-term, market-based investment approach, building customized strategic asset allocations for each client and drawing on third‑party and academic research as well as independent managers when appropriate. Portfolios are managed on a discretionary basis, and the firm discloses that it may employ short-term margin borrowings in client accounts for certain strategies, which introduces margin-call risk. What is distinctive about Cherrydale is its solo-practitioner structure combined with an unusually large asset base per advisor—managing roughly $495 million for about 76 clients—which is uncommon among peers. The firm maintains an institutional platform relationship with a major custodian for custody and technology support, does not accept custody of client assets except for authorized fee deductions, and the sole advisor conducts account reviews directly.

To learn more about the advisors currently working at Cherrydale Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jordan Szekely	Montclair, NJ	11

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