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Solomon Cherniak

Advisor at Jeffrey Matthews Wealth Management, LLC

Updated today

Location

Florham Park, NJ 07932

Credentials

Series 63, Series 65

Industry experience

29 years

About

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Stifel, Nicolaus & Company, Incorporated and UBS Financial Services. He is also a licensed insurance producer with Jeffrey Matthews Financial Group LLC. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of about 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, utilizing both discretionary and non-discretionary strategies.

Client services

Based on Jeffrey Matthews Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Jeffrey Matthews Wealth Management, LLC

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Negotiable flat fee may be available for financial planning depending on complexity

Percentage

$25,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000+: 1.0%

Project-based

Standard rate $200 per hour for financial planning services; negotiable

Other

Account minimum: $25,000 Fee-only: Financial planning services at $200 per hour; negotiable and flat fees may be available

Location

30 B Vreeland Road, Suite 210

Florham Park, NJ 07932

Most active in

Alabama · California · Florida · Georgia · New Jersey · South Carolina · Tennessee · Texas

Work history

Jeffrey Matthews Financal Group LLC

2016 - Present (10 years)

STIFEL

2009 - 2016 (7 years)

UBS Financial services

2005 - 2016 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Phillip D

Series 65

Staten Island, NY

Heartland Northeast LLC

Phillip Defranco is the Managing Member and Chief Compliance Officer of Heartland Northeast LLC, holding a Series 65 designation with one year of industry experience. He has prior experience at Kornett, Inc. and is the owner of Northeast Advocacy Network, Inc., where he also serves as a licensed insurance agent. Heartland Northeast LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, utilizing a combination of analytical methods focused on long-term trading and tailored model allocations. The firm offers both discretionary and non-discretionary management and sponsors a wrap fee program.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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Abraham I

Series 63, Series 65

Cedar Grove, NJ

Itani Wealth Management

Abraham Itani is the principal advisor at Itani Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise and HD Vest Investment Services. In addition to his advisory role, he operates Itani Accounting and Tax LLC, a tax preparation and accounting business he founded in 2001. Itani Wealth Management provides portfolio management services primarily to individual and high-net-worth clients, managing accounts mostly on a non-discretionary basis. The firm constructs portfolios mainly from ETFs and mutual funds using Modern Portfolio Theory and utilizes sub-advisors on its custodian platform.

Wealth management Passive / index investing
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