Daniel Armas, financial advisor Edison NJ
96 score

Daniel Armas

CRD Number: 4572310
Current Firm: Gitterman Wealth Management, LLC

Daniel Armas (CRD# 4572310) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 14 years of experience in the finance industry. Daniel Armas 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
Gitterman Wealth Management, LLC Edison, NJ Aug 2014 - Current 2
Triad Advisors Inc. Norcross, GA May 2010 - Current 6
Gitterman & Associates Wealth Management, LLC Woodbridge, NJ Apr 2010 - Aug 2014 4
Ing Financial Advisers LLC Woodbridge, NJ Aug 2002 - May 2010 7
Ing Woodbridge, NJ Aug 2002 - May 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Daniel L. Armas
Phone Number: 848-248-4405
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    353
    MILLIONS
  • Total Number of Accounts
    1,357
    ACCOUNTS
  • Average Account Value
    $259,952
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, MD, NJ, NY, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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