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E•••• W••••• S•••••••••, LLC, CRD 323814
MULLICA HILL, 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 |
|---|---|---|---|---|---|---|
| C••••••••• T••••• T•••• | Certified Financial Planner | MULLICA HILL, NJ | 3 | 20 | 2 | no |
| P••• J••••• T•••• | Certified Financial Planner | MULLICA HILL, NJ | 3 | 43 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| P•••••••• M••••••• L••• | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2022 | Dec 22, 2022 | Oct 10, 2024 |
| T••••• C••••••••• T••••• | President | E | yes | 12/2022 | Dec 22, 2022 | Oct 10, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $654M | $558M | 17.3% | n/a | n/a | 11 | 11 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 2 | Apr 12, 2023 | Apr 18, 2023 | ESTERO, FL | Team lift out | Ibd to new firm | 0.0% |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 6 | Apr 12, 2023 |
| no |
| R••• E• M••••• | n/a | MULLICA HILL, NJ | 3 | 12 | 3 | no |
| E••• M•••• F••• | Chartered Financial Consultant | MULLICA HILL, NJ | 3 | 10 | 1 | no |
| S•••••••• A•• L•••• | Certified Financial Planner | MULLICA HILL, NJ | 3 | 24 | 1 | no |
| J•••••• L••• O••••• | Certified Financial Planner | MULLICA HILL, NJ | 3 | 16 | 1 | no |
| D•••• S••••• K•••••• | Certified Financial Planner | MULLICA HILL, NJ | 3 | 10 | 2 | no |
| M•••••• L••• P••••••• | n/a | MULLICA HILL, NJ | 3 | 9 | 1 | no |
| C•••••• W•••••• S••••• | n/a | MULLICA HILL, NJ | 1 | 10 | n/a | no |
| Partner |
| B |
| no |
| 12/2023 |
| Jan 30, 2024 |
| Oct 10, 2024 |
| O•••••• J••••••• L••• | Partner | B | no | 12/2023 | Jan 30, 2024 | Oct 10, 2024 |
| $654M |
| $553M |
| 11 |
| 9 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 7, 2025 | $558M | $472M | 11 | 8 | 1 | n/a | n/a |
| 2023 | Jan 30, 2024 | $498M | $430M | 10 | 8 | 0 | n/a | n/a |
| WEST DEPTFORD, NJ |
| Team lift out |
| Ibd to new firm |
| 0.1% |