Unclaimed Profile

Daniel (nmn) Teplitz

TEPLITZ FINANCIAL GROUP LLC·OLD BRIDGE, New Jersey

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record33 years registeredTEPLITZ FINANCIAL GROUP LLC

3 JOCAMA BOULEVARD, OLD BRIDGE, NJ 08857CRD# 1011634Firm CRD# 122038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel (nmn) Teplitz · OLD BRIDGE, NJ

Registration

CRD #1011634 · TEPLITZ FINANCIAL GROUP LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TEPLITZ FINANCIAL GROUP LLC

WALNUT STREET SECURITIES, INC.

Aug 2003 – Jul 2005

OLD BRIDGE, NJ

TEPLITZ FINANCIAL GROUP LLC

Oct 2002 – Nov 2023

OLD BRIDGE, NJ

NATHAN & LEWIS SECURITIES, INC.

Feb 1993 – Aug 2003

OLD BRIDGE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 1993

Years registered · 33

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEPLITZ FINANCIAL GROUP LLC

CRD 122038 · SEC 801-126103

AUM

$107M

Regulatory assets under management

Employees

361 client accounts

Services offered by TEPLITZ FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TEPLITZ FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Daniel (nmn) Teplitz offer?

Daniel (nmn) Teplitz specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel (nmn) Teplitz's credentials?

Daniel (nmn) Teplitz holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel (nmn) Teplitz located?

Daniel (nmn) Teplitz is based in OLD BRIDGE, New Jersey, last registered with TEPLITZ FINANCIAL GROUP LLC.

How does Daniel (nmn) Teplitz charge for services?

Daniel (nmn) Teplitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEPLITZ FINANCIAL GROUP LLC?

TEPLITZ FINANCIAL GROUP LLC has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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