Theodore Byer is a CFP, PFS-designated registered investment advisor at Smolin Wealth Advisors, LLC, based in Fairfield, NJ, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
165 Passaic Avenue, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is a member of the accounting firm Smolin, Lupin & Co., P.A. since 2010, where he is a licensed CPA providing accounting services and spending nearly all of his time.
Employment History
Current Registrations
Smolin Wealth Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Smolin Wealth Advisors, LLC
Strategic Advisory Group LLC
State Registrations3 states
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