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Podell Financial Group LLC

CRD 325383  ·  Fairfield, NJ  ·  $227.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
325383
SEC number
801-127920
Firm type
RIA
Assets under management
$227.6M as of Mar 24, 2026
Website
www.podellfinancial.com ↗
Phone
973-227-8001
Address
271 Route 46w, Fairfield, NJ, 07004

Advisors at this firm

4 in our index · page 1 of 1

  • Michael Joseph KellyCRD 4540662 · Fairfield, NJ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Jennifer Vaughn KerrCRD 4482906 · Fairfield, NJ
    IA Registered
  • David PodellCRD 4546161 · Fairfield, NJ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • David YatesCRD 2645267 · Fairfield, NJ
    IA RegisteredRegistration inactive
1–4 of 4

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 325383 ↗ FINRA BrokerCheck record for firm CRD 325383 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.