Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
William Dunn, financial advisor Princeton NJ
96 score

William Dunn

CRD Number: 1999778
Current Firm: Private Wealth Management Group

William Dunn (CRD# 1999778) is an Investment Advisor Representative working at Private Wealth Management Group in Princeton, NJ and has over 22 years of experience in the finance industry. William Dunn 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
Private Wealth Management Group, LLC Princeton, NJ Jan 2013 - Current 3
Private Wealth Management Group Inc. Princeton, NJ Feb 1998 - Dec 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for William J. Dunn
Phone Number: 609-921-7002
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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