Daniel Teplitz & Associates Financial Advisors, LLC
Daniel Teplitz & Associates Financial Advisors, LLC (CRD# 122038) is a financial advisory firm headquartered in Old Bridge, NJ. They manage $66,742,442 in 189 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management67MILLION
Total Number of Accounts189ACCOUNTS
Average Account Value$353,135
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, NJ, NY, PA
Daniel Teplitz (CRD# 1011634) is an Investment Advisor Representative working at Daniel Teplitz & Associates Financial Advisors, LLC in Old Bridge, NJ and has over 32 years of experience in the finance industry. Daniel Teplitz 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.