Skip to content

Zoriana Stawnychy

President and CCO at Stawnychy Financial Services in Kinnelon, NJ

Investment adviser registrationUpdated

Zoriana Stawnychy is President and CCO of Stawnychy Financial Services, Inc., an investment adviser managing $131M, and works from its Kinnelon, NJ office. Zoriana Stawnychy has been registered as an investment adviser representative through Stawnychy Financial Services since 16 January 2007, has 24 years in the industry across 2 firms and has passed the Series 1, Series 7, Series 63 and Series 24.

24
Years in industry
19
Years at firm
2
Adviser firms
4
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Zoriana Stawnychy has been President and CCO of Stawnychy Financial Services since November 1993, is a control person of the firm and directly owns 75% or more of it. Zoriana Stawnychy holds a B.A. in Liberal Arts from Fordham University.

Stawnychy Financial Services, Inc. is a Kinnelon, NJ firm with $131M under management, 121 clients and 1 adviser in one office, as of its March 2026 filing.

Zoriana Stawnychy is owner of Stawnychy Financial Services, Inc., based in Kinnelon, NJ. She started her career at Cigna Securities in the Estate Planning and Insurance Division and progressed to the Financial Planning Division. She was a Registered Principal with LPL Financial for over 25 years and has four decades of experience in financial services.

Zoriana Stawnychy’s longest registration is the current one, 19 years at Stawnychy Financial Services since 2007. Before joining Stawnychy Financial Services in 2007, Zoriana Stawnychy was registered through LPL Financial LLC.

  1. – present · 19 years
    Kinnelon, NJ · Adviser representative · Firm CRD 128859
  2. – · 1 year
    Butler, NJ · Adviser representative · Firm CRD 128859
  3. LPL Financial LLC
    – · 14 years
    Kinnelon, NJ · Adviser representative · Firm CRD 6413

Credentials and registrations

Professional designations

Listed by Stawnychy Financial Services

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Zoriana Stawnychy is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2007; the most recent is Florida, in February 2023.

  • FloridaSince 17 February 2023
  • New JerseySince 16 January 2007
  • New YorkSince 17 October 2022
  • TexasResidentSince 15 August 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 241 April 1991
Name
General Securities Principal Examination
Series 6327 March 1987
Name
Uniform Securities Agent State Law Examination
Series 716 June 1984
Name
General Securities Representative Examination
Series 16 March 1978
Name
Registered Representative Examination

Key facts

Full name
Zoriana Maria Stawnychy
CRD
849856
Role
President and CCO
Office
135 KINNELON ROAD, SUITE 101, Kinnelon, NJ 07405
Registration
Investment adviser registration
In the industry since
May 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Zoriana Stawnychy work?

Zoriana Stawnychy has been President and CCO of Stawnychy Financial Services, Inc. since November 1993, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Zoriana Stawnychy a financial advisor?

Yes. Zoriana Stawnychy has a current investment-adviser registration in Florida, New Jersey, New York and Texas, through Stawnychy Financial Services since January 2007.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Zoriana Stawnychy have?

Zoriana Stawnychy has 24 years in the financial industry, since May 2002, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Zoriana Stawnychy passed?

Zoriana Stawnychy has passed 4 licensing exams: the Series 1, Series 7, Series 63 and Series 24. The earliest, the Series 1, was passed in March 1978. FINRA credited Zoriana Stawnychy with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Zoriana Stawnychy work before Stawnychy Financial Services?

Before Stawnychy Financial Services, Zoriana Stawnychy was registered through Stawnychy Financial Servcies, Inc., April 2005 to December 2006.

Source: IAPD individual record, checked 22 October 2026

Where is Zoriana Stawnychy based?

Zoriana Stawnychy’s registered office is in Kinnelon, NJ.

Source: IAPD individual record, checked 22 October 2026

Is Zoriana Stawnychy registered with FINRA?

No. Zoriana Stawnychy has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Zoriana Stawnychy a CFP?

Stawnychy Financial Services lists Zoriana Stawnychy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Zoriana M. Stawnychy biography, stawnychyfinancial.com

How can I verify Zoriana Stawnychy’s record?

Search CRD 849856 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zoriana Stawnychy’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 849856, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stawnychy Financial Services, Inc., filed 30 March 2026. Title, control and ownership bands.
  3. Stawnychy Financial Services team page. Biography, education, credentials, awards.