Daniel Benster, financial advisor New Hope PA

Daniel Benster

CRD Number: 2525690
Current Firm: Janney Montgomery Scott LLC

Daniel Benster (CRD# 2525690) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 21 years of experience in the financial advisory business.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Philadelphia, PA May 2009 - Current 11
Wachovia Securities New Hope & Washington Crossing , PA Nov 2002 - Current 18
Smith Barney Newtown, PA Jul 1994 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Sep 1994
S7 General Securities Representative Examination (GS) Oct 1994
Contact Info for Daniel M. Benster
Phone Number: 215-665-6000
Registered State(s):
  • PA
  • NJ
  • AZ
  • FL
  • GA
  • AL
  • CT
  • DE
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
    50,316
    MILLIONS
  • Total Number of Accounts
    149,817
    ACCOUNTS
  • Average Account Value
    $335,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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