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CEREUS FINANCIAL ADVISORS, LLC
CRD 279033
795 FRANKLIN AVENUE, SUITE 205, BUILDING B, FRANKLIN LAKES, NJ, 07417, United States
Phone
(201) 848-6802
Fax
(551) 315-7804
Registration
— (—)
Source
State registered
Total AUM
$39.1M
Discretionary AUM
$37.7M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.0M |
| High net worth individuals | 11 | $33.4M |
All web addresses on file
- https://www.franklinlakes.org/index.asp?SEC=84C09008-C4A1-46B4-9ABF-6FCA36735D8D&DE=130D60F4-36F5-4821-BCA5-915C9350D38E
- HTTPS://WWW.FACEBOOK.COM/CEREUSFINANCIAL/
- HTTP://WWW.CEREUSFINANCIAL.COM
- https://fpdavidhaas.blogspot.com/
- https://www.linkedin.com/company/cereus-financial-advisors-llc
- https://www.youtube.com/channel/UC69Sj8KoUopG7szM8iBvX6Q
- https://www.collegemoneymatch.com
Official SEC filing: View on IAPD