Jordan Ian Szekely
Chief Compliance Officer & Managing MemberCherrydale Wealth Management, LLCCRD 5752557
About Jordan Ian Szekely
Jordan Ian Szekely is listed as Chief Compliance Officer & Managing Member at Cherrydale Wealth Management, LLC in Montclair, NJ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Cherrydale Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jordan Ian Szekely work?
Jordan Ian Szekely is listed as Chief Compliance Officer & Managing Member at Cherrydale Wealth Management, LLC on SEC Form ADV.
How much of Cherrydale Wealth Management, LLC does Jordan Ian Szekely own?
Form ADV reports a beneficial ownership band of Over 75%.
Cherrydale Wealth Management, LLC
| Title | Chief Compliance Officer & Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |