Daniel Long, financial advisor Basking Ridge NJ

Daniel Long

CRD Number: 6632901
Current Firm: Mendham Capital Management, Inc.

Daniel Long (CRD# 6632901) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 7 years of experience in the finance industry. Daniel Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Basking Ridge, NJ Mar 2017 - Current 7
Mendham Capital Management, Inc. Basking Ridge, NJ Mar 2017 - Current 7
Raymond James Financial Services Advisors Inc. Basking Ridge, NJ Mar 2017 - Current 7
Mendham Capital Management, Inc. Basking Ridge, NJ Apr 2016 - Current 7
Raymond James Financial Services, Inc. Basking Ridge, NJ Oct 2016 - Mar 2017 < 1
Raymond James Financial Services, Inc. Basking Ridge, NJ Apr 2016 - Oct 2016 < 1
Nordstrom Short Hills, NJ May 2015 - Mar 2016 < 1
Fairleigh Dickenson University Florham Park, NJ Oct 2014 - May 2015 < 1
Guess Paramus, NJ Aug 2009 - Oct 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Daniel D. Long
Phone Number: 908-204-1234
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NJ

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