PERSONAL CFO SOLUTIONS LLC
CRD #158248 SEC #801-74412 CHESTER, NJ 908-955-7055
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
--
Accounts
4,411
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dausch, Justin, Carter | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| LANDADIO, BRYAN, PATRICK | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| NOLAN, PATRICK, AUGUSTINE | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
| VIEIRA, JOHN, FERNANDO | I | CO-MANAGING MEMBER, MANAGING DIRECTOR | C | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (38)
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Address
384 MAIN STREETCHESTER, NJ 07930-2528
United States
Phone: 908-955-7055