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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

TitleChief Compliance Officer & Managing Member
OwnershipOver 75%
Control personYes
Since2014
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