David Walter
HALBERSTADT FINANCIAL CONSULTANTS
PRINCETON, NJ 08542
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CRD#: 4388506
Professional summary
David Walter, CFP® is a registered financial advisor currently at HALBERSTADT FINANCIAL CONSULTANTS INC located in Princeton, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 1 firm and has passed the Series 66 and Series 3 exams.
Biography
We offer a no-cost, no obligation "Get Acquainted meeting in person or over the phone." This meeting will give you the opportunity to learn more about us, and for us to determine which of our services best fit your needs. We look forward to hearing from you.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Walter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
October 15, 2002 - Present
HALBERSTADT FINANCIAL CONSULTANTS INC
Office #1: 50 North Tulane St., Princeton, NJ 08542RIA
CRD#: 109462
PRINCETON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HALBERSTADT FINANCIAL CONSULTANTS INC
HALBERSTADT FINANCIAL CONSULTANTS INC | PRINCETON INVESTMENT ADVISORS INC | HALBERSTADT FINANCIAL CONSULTANTS, INC.
CRD#: 109462 / SEC#: 801-57297
RIA
Registered Investment Advisory firm - (5/25/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(10/15/2002)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HALBERSTADT FINANCIAL CONSULTANTS INC
HALBERSTADT FINANCIAL CONSULTANTS INC | PRINCETON INVESTMENT ADVISORS INC | HALBERSTADT FINANCIAL CONSULTANTS, INC.
CRD#: 109462 / SEC#: 801-57297
RIA
Registered Investment Advisory firm - (5/25/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 North Tulane St, Princeton, NJ 08542
Mailing Address
Phone number
(609) 921-0180
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 347 |
| AUM (Assets Under Management) | $ 150,000,000 |
Red Flags
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Company Information
HALBERSTADT FINANCIAL CONSULTANTS INC
CRD#: 109462Princeton, NJ 08542TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
