Daniel Crimmins, financial advisor Woodcliff Lake NJ

Daniel Crimmins

CRD Number: 4632134
Current Firm: Crimmins Wealth Management, LLC
Compensation Model: Fee Only

Daniel Crimmins (CRD# 4632134) is an Investment Advisor Representative working at Crimmins Wealth Management, LLC in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Crimmins Wealth Management, Llc (157992) Woodcliff Lake, NJ Jun 2011 - Current 9
Edelman Financial Services, LLC Fairfax, VA Sep 2009 - Jun 2011 1
Sanders, Morris Harris Saddle Brook, NJ Aug 2009 - May 2011 1
Dpc Management, LLC Ramsey, NJ May 2002 - Aug 2009 7
Dpc Management, LLC Ramsey, NJ Oct 1998 - Aug 2009 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2002
S63 Uniform Securities State Law Examination Oct 2009
Contact Info for Daniel P. Crimmins
Phone Number: 201-785-7660
Advisor Website: http://www.rootsofwealth.com
Registered State(s):
  • NJ
  • NY
  • FL
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $448,225
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

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