Gregory Daniel, financial advisor Hackensack NJ

Gregory Daniel

CRD Number: 1916339
Current Firm: Cadaret Grant & Co Inc.

Gregory Daniel (CRD# 1916339) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hackensack, NJ and has over 31 years of experience in the finance industry. Gregory Daniel 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
Daniel Financial Management Group, LLC Hackensack, NJ Nov 2006 - Current 17
Cadaret, Grant & Company, Inc. Hackensack, NJ Jul 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
Contact Info for Gregory L. Daniel
Phone Number: 800-288-8601
Registered State(s):
  • CT
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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