AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DF

Daniel Eric Furstenberg

JEFFERIES
NEW YORK, NY
·CRD# 2905400·28 years experience

Professional Summary

Daniel Eric Furstenberg is a registered financial advisor currently at JEFFERIES LLC located in New York, New York and JEFFERIES PRIME FINANCE LLC located in New York, New York. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

28 years in the financial services industry

Current & Past Employments

JEFFERIES LLC·CRD# 2347
BD
520 Madison Avenue, New York, NY 10022
January 10, 2008 - Present
JEFFERIES PRIME FINANCE LLC·CRD# 337480
BD
520 Madison, New York, NY 10022
August 6, 2026 - Present
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
New York, NY
April 22, 2003 - January 7, 2008
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
December 1, 1999 - December 31, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 3, 1998 - November 11, 1999

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

JP
JEFFERIES PRIME FINANCE LLC

JEFFERIES PRIME FINANCE LLC

CRD#: 337480 / SEC#: 8-71426
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

520 Madison, New York, NY 10022

Mailing Address

520 Madison, New York, NY 10022

Phone Number

(212) 284-2300

Established

Delaware since 06/05/2025

Firm Type

Limited Liability Company

Fiscal Year End

November

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
JEFFERIES FINANCIAL GROUP INC.DIRECT OWNER—
ALDOROTY, MARKCEO2892942
NAGY, DAVID JCCO4098404
SAHLER, MARK STERNFINOP - OPERATIONS PRINCIPAL1555958
WHITE, ANDREW JOHNCFO/FINOP - FINANCIAL PRINCIPAL5830317

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/14/2018)
RR
Alaska
(5/14/2018)
RR
Arizona
(5/14/2018)
RR
Arkansas
(5/14/2018)
RR
California
(1/10/2008)
RR
Colorado
(5/14/2018)
RR
Connecticut
(1/10/2008)
RR
Delaware
(5/14/2018)
RR
District of Columbia
(5/14/2018)
RR
Florida
(5/14/2018)
RR
Georgia
(5/14/2018)
RR
Hawaii
(5/14/2018)
RR
Idaho
(5/14/2018)
RR
Illinois
(1/10/2008)
RR
Indiana
(5/14/2018)
RR
Iowa
(5/14/2018)
RR
Kansas
(5/14/2018)
RR
Kentucky
(5/14/2018)
RR
Louisiana
(5/14/2018)
RR
Maine
(5/14/2018)
RR
Maryland
(5/14/2018)
RR
Massachusetts
(1/10/2008)
RR
Michigan
(5/14/2018)
RR
Minnesota
(5/14/2018)
RR
Mississippi
(5/14/2018)
RR
Missouri
(5/14/2018)
RR
Montana
(5/14/2018)
RR
Nebraska
(9/2/2020)
RR
Nevada
(5/14/2018)
RR
New Hampshire
(5/14/2018)
RR
New Jersey
(1/10/2008)
RR
New Mexico
(5/14/2018)
RR
New York
(1/10/2008)
RR
North Carolina
(5/14/2018)
RR
North Dakota
(5/14/2018)
RR
Ohio
(5/14/2018)
RR
Oklahoma
(5/14/2018)
RR
Oregon
(5/22/2018)
RR
Pennsylvania
(5/14/2018)
RR
Puerto Rico
(5/14/2018)
RR
Rhode Island
(5/14/2018)
RR
South Carolina
(5/14/2018)
RR
South Dakota
(5/14/2018)
RR
Tennessee
(5/14/2018)
RR
Texas
(6/22/2015)
RR
Utah
(5/14/2018)
RR
Vermont
(5/14/2018)
RR
Virgin Islands
(10/6/2025)
RR
Virginia
(5/14/2018)
RR
Washington
(11/22/2013)
RR
West Virginia
(5/14/2018)
RR
Wisconsin
(5/14/2018)
RR
Wyoming
(5/14/2018)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2011About the Series 24 exam
24X National Exchange LLC
SRO Registrations
BOX Exchange LLC
SRO Registrations
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe BZX Exchange, Inc.
SRO Registrations
Cboe C2 Exchange, Inc.
SRO Registrations
Cboe EDGA Exchange, Inc.
SRO Registrations
Cboe EDGX Exchange, Inc.
SRO Registrations
Cboe Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
Long-Term Stock Exchange, Inc.
SRO Registrations
MEMX LLC
SRO Registrations
MIAX Emerald, LLC
SRO Registrations
MIAX PEARL, LLC
SRO Registrations
MIAX Sapphire
SRO Registrations
Miami International Securities Exchange, LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
NYSE National, Inc.
SRO Registrations
NYSE Texas, Inc.
SRO Registrations
Nasdaq GEMX, LLC
SRO Registrations
Nasdaq ISE, LLC
SRO Registrations
Nasdaq MRX, LLC
SRO Registrations
Nasdaq PHLX LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations
Nasdaq Texas, LLC
SRO Registrations
New York Stock Exchange
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Daniel Eric Furstenberg's CRS (Customer Relationship Summary).

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#
DF
Follow Daniel
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required