Halberstadt Financial Consultants Inc.

Halberstadt Financial Consultants Inc. (CRD# 109462) is a financial advisory firm headquartered in Princeton, NJ. They manage $136,000,000 in 369 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 North Tulane St, Princeton, NJ 08542
http://www.halberstadtfinancial.com
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $368,564
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Halberstadt Financial Consultants Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Barbara Cavagnaro, financial advisor Princeton NJ
Barbara J. Cavagnaro
CRD#: 6915335
50 North Tulane St, Princeton, NJ 08542

Barbara Cavagnaro (CRD# 6915335) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 5 years of experience in the finance industry.

2
David Walter, financial advisor Princeton NJ
David Walter
CRD#: 4388506
50 North Tulane St., Princeton, NJ 08542

David Walter (CRD# 4388506) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 24 years of experience in the finance industry.

3
Jeremiah Walter, financial advisor Princeton NJ
Jeremiah Z. Walter
CRD#: 6736347
50 North Tulane St, Princeton, NJ 08542

Jeremiah Walter (CRD# 6736347) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has over 5 years of experience in the finance industry.

4
Daniel Walter, financial advisor Princeton NJ
Daniel L. Walter
CRD#: 5326982
50 North Tulane St, Princeton, NJ 08542

Daniel Walter (CRD# 5326982) is an Investment Advisor Representative working at Halberstadt Financial Consultants Inc. in Princeton, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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