David Tenenbaum, financial advisor Mine Hill NJ
93 score

David Tenenbaum

CRD Number: 3052554
Current Firm: Precision Financial Services

David Tenenbaum (CRD# 3052554) is an Investment Advisor Representative working at Precision Financial Services in Mine Hill, NJ and has over 13 years of experience in the finance industry.

Similar Advisors
John Middleton, financial advisor Mine Hill NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Similar Advisors
John Bartlett, financial advisor Mine Hill NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Similar Advisors
Gary Matthews, financial advisor Mine Hill NJ
Gary R. Matthews
CRD# 4276969
Sri Investing
Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Nov 2015 - Current 2
Pfs Partners, LLC Mine Hill, NJ Jan 2013 - Current 5
Squire Retirement Plan Services Inc. Verona, NJ Apr 2003 - Current 15
Linsco/private Ledger Corp Mine Hill, NJ Feb 2004 - Nov 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for David N. Tenenbaum
Phone Number: 973-927-6300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.