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CRD 144234
FAIR LAWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ANTHONY JOHN BENANTE | Certified Financial Planner|Chartered Financial Analyst | FAIR LAWN, NJ | SARASOTA, FL | 19 | 23 | 1 | no |
| VICTOR PAUL CANNILLO | n/a | FAIR LAWN, NJ | MORRISTOWN, NJ | 19 | 21 | 1 | no |
| JAMES JACOB SUAZO | Chartered Financial Consultant | MORRISTOWN, NJ | FAIR LAWN, NJ | 4 | 10 | n/a | no |
| Aryeh Dov Rogoff | n/a | Fair Lawn, NJ | 0 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENANTE, ANTHONY, JOHN | MANAGING MEMBER | C | yes | 04/2007 | Mar 22, 2012 | Jun 25, 2024 |
| CANNILLO, VICTOR, PAUL | MANAGING MEMBER | E | yes | 04/2007 | Mar 22, 2012 | Jun 25, 2024 |
| CANNILLO, GREGORY, PAUL | CHIEF COMPLIANCE OFFICER | Na | no | 04/2024 | Apr 3, 2024 | Jun 25, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Morristown | Nj | United States | 2 | no |
| Sarasota | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $369M | $364M | 9 | 5 | 3 | n/a | n/a |
| 2024 | Mar 7, 2025 | $340M | $336M | 8 | 5 | 3 | n/a | n/a |
| 2023 | Mar 6, 2024 | $332M | $328M | 9 | 6 | 3 | n/a | n/a |
| 2022 | Mar 21, 2023 | $301M | $297M | 9 | 5 | 3 | n/a | n/a |
| 2021 | Feb 22, 2022 | $347M | $343M | 9 | 5 | 3 | n/a | n/a |
| 2020 | Mar 19, 2021 | $289M | $284M | 10 | 5 | 3 | n/a | n/a |
| 2019 | Feb 20, 2020 | $243M | $239M | 10 | 5 | 3 | n/a | n/a |
| 2018 | Feb 21, 2019 | $203M | $199M | 8 | 5 | 3 | n/a | n/a |
| 2017 | Mar 28, 2018 | $231M | $224M | 8 | 5 | 3 | n/a | n/a |
| 2016 | Mar 29, 2017 | $202M | $194M | 8 | 3 | n/a | n/a | n/a |
| 2015 | Jan 21, 2016 | $197M | $190M | 8 | 4 | n/a | n/a | n/a |
| 2014 | Feb 24, 2015 | $192M | $185M | 8 | 4 | n/a | n/a | n/a |
| 2013 | Mar 3, 2014 | $188M | $179M | 8 | 4 | n/a | n/a | n/a |
| 2012 | Feb 28, 2013 | $147M | $136M | 8 | 4 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $145M | $131M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $369M | $340M | 8.6% | $301M | 7.1% | 9 | 8 | 3 | 3 |