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Theodore Suleski

Bluefin Financial
29 Years of Experience
Moorestown, NJ
2 DisclosuresSells Insurance
View SEC Summary
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Theodore Suleski is a registered investment advisor at Bluefin Financial, based in Moorestown, NJ, with 29 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 331 clients with $290M in assets under management.

Bluefin Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
331 clients
Average Client Portfolio
$875K average
Assets Under Management
$289.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.00%
$500K - $750K0.75%
$750K - $2.0M0.50%
$2.0M - $5.0M0.25%
$5M+0.10%

Fees are negotiable on a client-by-client basis. The firm also offers fixed annual portfolio management fees between $250 and $25,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

212 West Route 38, Suite 106, Moorestown, NJ, 08057

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History

Regulatory History (2)
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
July 2004
Denied
Customer Dispute
July 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore is involved in money management, financial services, and insurance sales, spending minimal time on it. He is also a partner in Double Ski Capital/Real Estate and an owner in horse racing, each taking minimal time, and an investment advisor representative with Securities America Advisors, Inc.

Employment History
Current Registrations
Bluefin Financial
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
September 2017 - November 2017 · 2 mos
Securities America, INC.Broker
April 2005 - November 2017 · 12 yrs 7 mos
Securities America Advisors, INC.
April 2005 - September 2017 · 12 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - April 2005 · 1 yr 9 mos
Wachovia Securities, LLC
July 2003 - April 2005 · 1 yr 9 mos
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
First Colonial Securities Group, INC.Broker
April 1997 - March 2001 · 3 yrs 11 mos
State Registrations1 state
NJ
Advisor

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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