Joel Abraham Schreiber
Investment adviser representative at Sfi Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$176MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Sfi Advisors, LLCMay 2006 to now
- Kestra Advisory Services, Inc.Apr 2016 to May 2017
- Kestra Investment Services, LLCJun 2006 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sfi Advisors, LLC
$176MAssets managed
304Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4467640
- Firm CRD
- 287929