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Gregory Mark Makowski

Investment Adviser Representative at CFS Investment Advisory Services LLC

Totowa, NJCRD #1029875Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Mark Makowski is an investment adviser representative with CFS Investment Advisory Services LLC in Totowa, NJ, where they have been registered since 2004. They have worked in the securities industry since 1982 and have been registered with 13 firms, including Cambridge Investment Research, Inc. and Walnut Street Securities, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey, New York, and Pennsylvania.

Office

97 Lackawanna Avenue, Suite 101
Totowa, NJ 07512

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, New York, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/15/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/11/1989
SIE
Securities Industry Essentials Examination
Passed 12/31/2017
Series 31
Futures Managed Funds Examination
Passed 12/10/2007
Series 7
General Securities Representative Examination
Passed 12/18/1982
Series 22
Direct Participation Programs Representative Examination
Passed 9/28/1982
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/19/1982

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CFS Investment Advisory Services LLCCurrent
10/13/2004 – Totowa, NJ
Cambridge Investment Research, Inc.
2/1/2005 – 12/31/2017Totowa, NJ
Walnut Street Securities, Inc.
8/1/2003 – 2/4/2005El Segundo, CA
Nathan & Lewis Securities, Inc.
6/15/1993 – 8/1/2003New York, NY
Walnut Street Securities, Inc.
11/4/1991 – 6/11/1993El Segundo, CA
Robert Thomas Securities, Inc
7/5/1989 – 11/15/1991St. Petersburg, FL
FSC Securities Corporation
6/27/1988 – 7/14/1989Atlanta, GA
Cigna Securities, Inc.
8/25/1986 – 7/11/1988
Princor Financial Services Corporation
1/17/1986 – 9/2/1986
FSC Securities Corporation
3/29/1985 – 2/24/1986
Advanced Equity Group, Inc.
2/12/1985 – 4/8/1985
Butcher & Singer Inc.
4/19/1984 – 10/22/1984
Sills, Zoppa & Associates, Inc.
12/6/1983 – 4/9/1984
Mutual Benefit Financial Service Company
5/17/1982 – 11/7/1983
St. PAUL Investors, Inc.
3/30/1982 – 5/17/1982

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CFS Investment Advisory Service, L.L.C.
    Jan 1997 – no end date reportedTotowa, NJ
  2. Cambridge Investment Research, Inc
    Feb 2005 – Dec 2017Fairfield, IA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About CFS Investment Advisory Services LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
2
Main office:
Totowa, NJ
SEC file number:
801-45064

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 5, 2026

View full firm profile

Other advisors at CFS Investment Advisory Services LLC

9 other advisors in the directory

View CFS Investment Advisory Services LLC firm profile

Similar advisors in Totowa, NJ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Mark Makowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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