Donald John Bugdal
CFAProfessional Summary
Donald John Bugdal, CFA is a registered financial advisor currently at DONALD J. BUGDAL & ASSOCIATES located in Mercerville, New Jersey and BUGDAL ZINSSER ASSET MANAGEMENT, INC. located in Princeton, New Jersey. Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Donald has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BUGDAL ZINSSER ASSET MANAGEMENT, INC. | BUGDAL ZIUSSER ASSET MANAGEMENT, INC.
Contact Information
Main Address
Princeton, NJPhone Number
(609) 658-6369# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$54,800,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Donald John Bugdal's CRS (Customer Relationship Summary).
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