Theodore Suleski
Theodore Suleski is a registered investment advisor at Bluefin Financial, based in Moorestown, NJ, with 28 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 324 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
212 West Route 38, Suite 106, Moorestown, NJ, 08057
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2004Customer Dispute
July 2002Other 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
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
First Colonial Securities Group, INC.Broker
State Registrations1 state
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.