Donald Hertling, financial advisor Summitt NJ

Donald Hertling

CRD Number: 2859212
Current Firm: Beacon Pointe Advisors, LLC

Donald Hertling (CRD# 2859212) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Summitt, NJ and has over 24 years of experience in the finance industry. Donald Hertling 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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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Beacon Pointe Advisors, LLC Summit, NJ Apr 2020 - Current 3
Beacon Pointe Insurance Services, LLC Summit, NJ Apr 2019 - Current 4
Beacon Pointe Wealth Advisors, LLC Summit, NJ Apr 2019 - Mar 2020 < 1
Beacon Pointe Advisors, LLC Summit, NJ Apr 2019 - Mar 2020 < 1
Heller Wealth Advisors Roseland, NJ Apr 2008 - Mar 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Nov 2004
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Donald J. Hertling
Phone Number: 949-718-1600
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    23,246
    MILLIONS
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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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