PERSONAL CFO SOLUTIONS LLC of CHESTER, NJ is an SEC-registered investment adviser (CRD 158248). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Justin Carter Dausch | CHIEF COMPLIANCE OFFICER | — |
| John Fernando Vieira | CO-MANAGING MEMBER, MANAGING DIRECTOR | — |
| Patrick Augustine Nolan | CO-MANAGING MEMBER, MANAGING DIRECTOR | — |
| Bryan Patrick Landadio | CO-MANAGING MEMBER, MANAGING DIRECTOR | — |
| VIEIRA JOHN FERNANDO | CO-MANAGING MEMBER, MANAGING DIRECTOR | — |
| NOLAN PATRICK AUGUSTINE | CO-MANAGING MEMBER, MANAGING DIRECTOR | — |
| LANDADIO BRYAN PATRICK | CO-MANAGING MEMBER, MANAGING DIRECTOR; CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| Dausch Justin Carter | CHIEF COMPLIANCE OFFICER | — |