Joel Schreiber has been an investment adviser representative at SFI Advisors since May 2017, and is not listed among the firm’s executive officers or direct owners. Joel Schreiber holds an MBA in finance from the University of Maryland Smith School of Business.
Sfi Advisors, LLC is a Montclair, NJ firm with $176M under management, 304 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Joel A. Schreiber is Director, Financial Planning of SFI Advisors, where he leads the Strategic Financial Planner Service. He joined SFI in 2006 after serving as a financial advisor with Ameriprise, where he designed financial plans and managed investments for individuals and their families.
Joel Schreiber’s longest registration was 10 years at NFP Advisor Services, LLC (2006–2016). Before joining SFI Advisors in 2017, Joel Schreiber was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- Sfi Advisors, LLCCurrent– present · 9 yearsMontclair, NJ · Adviser representative · Firm CRD 287929
- Kestra Advisory Services, LLC– · 1 yearMontclair, NJ · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 10 yearsMontclair, NJ · Adviser representative · Firm CRD 42046
- Ameriprise Financial Services, Inc.– · 3 yearsParsippany, NJ · Adviser representative · Firm CRD 6363
Professional designations
Listed by SFI Advisors
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Joel Schreiber is registered as an investment adviser representative in New Jersey, since May 2017.
- New JerseySince 22 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 January 2002 |
| Series 7 | General Securities Representative Examination | 16 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joel Abraham Schreiber
- CRD
- 4467640
- Firm
- SFI Advisors · CRD 287929
- Office
- 79 MIDLAND AVE., Montclair, NJ 07042
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfiadvisors.com
Where does Joel Schreiber work?
Joel Schreiber is an investment adviser representative registered through Sfi Advisors, LLC since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Joel Schreiber a financial advisor?
Yes. Joel Schreiber has a current investment-adviser registration in New Jersey, through SFI Advisors since May 2017.
How many years of experience does Joel Schreiber have?
Joel Schreiber has 24 years in the financial industry, since December 2001, across 4 adviser firms.
What exams has Joel Schreiber passed?
Joel Schreiber has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2001. FINRA credited Joel Schreiber with the SIE, which began in October 2018.
Where did Joel Schreiber work before SFI Advisors?
Before SFI Advisors, Joel Schreiber was registered through Kestra Advisory Services, LLC, April 2016 to May 2017; NFP Advisor Services, LLC, January 2006 to September 2016; Ameriprise Financial Services, Inc., June 2002 to January 2006.
Where is Joel Schreiber based?
Joel Schreiber’s registered office is in Montclair, NJ.
Is Joel Schreiber registered with FINRA?
No. Joel Schreiber has no current broker registration.
Is Joel Schreiber a CFP?
SFI Advisors lists Joel Schreiber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Joel Schreiber’s record?
Search CRD 4467640 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Schreiber’s full registration record.