Unclaimed Profile

Daniel Jay Goldman

PRINCETON GLOBAL ASSET MANAGEMENT LLC·PRINCETON, New Jersey

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredPRINCETON GLOBAL ASSET MANAGEMENT LLC

17 HULFISH STREET, PRINCETON, NJ 08542CRD# 2095241Firm CRD# 146644

Profile Verification

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

Identity

Daniel Jay Goldman · PRINCETON, NJ

Registration

CRD #2095241 · PRINCETON GLOBAL ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Apr 2010 – Apr 2019

PRINCETON, NJ

BEAR, STEARNS & CO. INC.

Jan 2004 – Feb 2005

NEW YORK, NY

BEAR STEARNS ASSET MANAGEMENT INC

Jan 2002 – Dec 2003

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 2002

Years registered · 24

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

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PRINCETON?

Browse all registered financial advisors in PRINCETON, New Jersey or claim this profile if it's yours.

Browse PRINCETON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Jay Goldman offer?

Daniel Jay Goldman specializes in Financial Planning, Investment Management.

What are Daniel Jay Goldman's credentials?

Daniel Jay Goldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Jay Goldman located?

Daniel Jay Goldman is based in PRINCETON, New Jersey, last registered with PRINCETON GLOBAL ASSET MANAGEMENT LLC.

How does Daniel Jay Goldman charge for services?

Daniel Jay Goldman'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →