Gregory Makowski
Gregory Makowski is a CFP-designated registered investment advisor at Cfs Investment Advisory Services LLC, based in Totowa, NJ, with 43 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,238 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFS Investment Advisory Services charges an annual fee based on the value of your portfolio. The exact fee varies depending on the advisor, the amount you invest, and the services included. The fee ranges from 0.25% to 1.25% annually, charged quarterly in advance. CFS may negotiate a different fee for certain client holdings like held-away assets or alternative investments.
Location
97 Lackawanna Avenue, Suite 101, Totowa, NJ, 07512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an independent insurance agent since 1981 and a managing member for multiple real estate LLCs. He also serves as a trustee for a family trust and an advisory board member for William Paterson University.
Employment History
Current Registrations
Cfs Investment Advisory Services LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Walnut Street Securities, INC.Broker
Robert Thomas Securities, INCBroker
Fsc Securities CorporationBroker
Cigna Securities, INC.Broker
Princor Financial Services CorporationBroker
Fsc Securities CorporationBroker
Advanced Equity Group, INC.Broker
Butcher & Singer INC.Broker
Sills, Zoppa & Associates, INC.Broker
Mutual Benefit Financial Service CompanyBroker
St. Paul Investors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.