# CADRE FINANCIAL SERVICES, INC.

CADRE FINANCIAL SERVICES, INC. of RONKONKOMA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107299
- Type: SEC-registered investment adviser
- SEC file number: 801-50048
- Location: 905 MARCONI AVE, RONKONKOMA, NY, 11779-7255
- Phone: 1-800-221-4524
- Latest filing: 2003-10-16
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $194.5M
- Clients: 11
- Accounts: 21

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [BURKE DANIEL JAMES](https://search.stillhousedata.com/person/757640) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER,PRESIDENT & CHAIRMAN | — |
| [JENSEN FRED STEVEN](https://search.stillhousedata.com/person/766181) | VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| [SULLIVAN WILLIAM THOMAS](https://search.stillhousedata.com/person/781368) | CHAIRMAN | — |
| [SULLIVAN FRANCIS XAVIER](https://search.stillhousedata.com/person/781369) | PRESIDENT | — |
| [BIVONA FRANK JOSEPH](https://search.stillhousedata.com/person/781370) | DIRECTOR | — |
| [POILLON PETER RUSSELL](https://search.stillhousedata.com/person/781371) | FIRST VICE PRESIDENT/ TREASURER | — |
| [RAMOS EULOGIO AMADO](https://search.stillhousedata.com/person/792373) | CHIEF INVESTMENT OFFICER | — |
| [BOYLE DAVID LEE](https://search.stillhousedata.com/person/792374) | CHAIRMAN, CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| [BUELL DANIELLE](https://search.stillhousedata.com/person/792375) | FIRST VICE PRESIDENT/TREASURER | — |
| [SCHEFFEL JENNIFER LYNNE](https://search.stillhousedata.com/person/810327) | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107299/similar
- Related entities: https://search.stillhousedata.com/firm/107299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107299

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.