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George Cleffi
41 Years of Experience
Florham Park, NJ
1 DisclosureBroker
George Cleffi is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 41 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 367 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$161.7M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003Denied
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
September 2019 - Present · 7 yrs 1 mo
The Jeffrey Matthews Financial Group, L.L.C.Broker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
May 2011 - September 2019 · 8 yrs 4 mos
RBC Capital Markets, LLCBroker
March 2002 - September 2019 · 17 yrs 6 mos
Tucker Anthony IncorporatedBroker
September 1999 - March 2002 · 2 yrs 6 mos
Gibraltar Securities CO.Broker
June 1985 - September 1999 · 14 yrs 3 mos
State Registrations11 states
CACTFLMAMINJNYPASCTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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