Unclaimed Profile

Brett Michael Shaver

PRINCETON GLOBAL ASSET MANAGEMENT LLC·PRINCETON, New Jersey

Series 7, Series 66CFAClean record24 years registeredPRINCETON GLOBAL ASSET MANAGEMENT LLC

17 HULFISH STREET, PRINCETON, NJ 08542CRD# 4575305Firm CRD# 146644

Profile Verification

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

Identity

Brett Michael Shaver · PRINCETON, NJ

Registration

CRD #4575305 · PRINCETON GLOBAL ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Dec 2016 – present

BLACKROCK INVESTMENT MANAGEMENT, LLC

Sep 2006 – Jan 2011

PLAINSBORO, NJ

MERRILL LYNCH INVESTMENT MANAGERS LP

Aug 2002 – Sep 2006

PLAINSBORO, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 14, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD 146644 · SEC 801-71305

AUM

$606M

Regulatory assets under management

Employees

1,001 client accounts

Services offered by PRINCETON GLOBAL ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRINCETON GLOBAL ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brett Michael Shaver offer?

Brett Michael Shaver specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are Brett Michael Shaver's credentials?

Brett Michael Shaver holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brett Michael Shaver located?

Brett Michael Shaver is based in PRINCETON, New Jersey, working with PRINCETON GLOBAL ASSET MANAGEMENT LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Brett Michael Shaver charge for services?

Brett Michael Shaver's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCETON GLOBAL ASSET MANAGEMENT LLC?

PRINCETON GLOBAL ASSET MANAGEMENT LLC has approximately 15 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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