Alexandra Marie Makowski
Investment adviser representative at Cfs Investment Advisory Services LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm 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
14 years in the industry.
- Cfs Investment Advisory Services, LLCApr 2015 to now
- Our Lady of Pompeii ChurchJan 2012 to now
- Cambridge Investment Research, Inc.Jul 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Cfs Investment Advisory Services LLC
$2.7BAssets managed
1,238Clients
10Advisers
32 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
- 6484618
- Firm CRD
- 106577