Halberstadt Financial Consultants Inc.
Halberstadt Financial Consultants Inc. (CRD# 109462) is a financial advisory firm headquartered in Princeton, NJ. They manage $93,900,000 in 325 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management94MILLION
Total Number of Accounts325ACCOUNTS
Average Account Value$288,923
- 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
David Walter (CRD# 4388506) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 16 years of experience in the finance industry. David Walter 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.
Joseph Novick (CRD# 5554876) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 8 years of experience in the finance industry.