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 $65,849,282 in 169 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $389,641
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
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.

FL, NJ, NY, PA

Financial Advisors at Daniel Teplitz & Associates Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel (. Teplitz
CRD#: 1011634
3 Jocama Boulevard, Suite 200a, Old Bridge, NJ 08857
96
Wealthminder
score

Daniel Teplitz (CRD# 1011634) is an Investment Advisor Representative working at Daniel Teplitz & Associates Financial Advisors, LLC in Old Bridge, NJ and has over 30 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.

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