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Stuart Schlesinger

34 Years of Experience
Wall, NJ
BrokerSells Insurance

Stuart Schlesinger is a registered investment advisor, based in Wall, NJ, with 34 years of industry experience.

Location

1800 Route 34, Bldg 2 Ste 201, Wall, NJ, 07719

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stuart has a referral agreement with Dane Mihlon & Assoc and sells fixed insurance through MARG Fixed Insurance and various other companies, spending a few hours per week on each. He also co-owns a holding LLC with minimal duties.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
September 2013 - August 2023 · 9 yrs 11 mos
Securian Financial Services, INC.
July 2002 - November 2010 · 8 yrs 4 mos
Securian Financial Services, INC.Broker
May 1991 - August 2023 · 32 yrs 3 mos
State Registrations2 states
NJNY
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.
Stuart Schlesinger - Financial Advisor | TrueAdvisor