Donald W. Cash

DONALD W. CASH & ASSOCIATES

Red Bank, NJ 07701

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CRD#: 4935469

Professional summary

Donald William Cash, CFP®, who also goes by Don Cash, is a registered financial advisor currently at DONALD W. CASH & ASSOCIATES, LLC located in Red Bank, New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Donald has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Cash

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.

DONALD W. CASH INSURANCE ADVISORS; INVESTMENT RELATED; 331 NEWMAN SPRINGS RD, SUITE 143, RED BANK, NJ 07701; INSURANCE SERVICES; OWNER/INSURANCE AGENT; 09/2009; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS ELDER CARE ASSOCIATES, INC.; INVESTMENT RELATED; 331 NEWMAN SPRINGS RD, SUITE 143, RED BANK, NJ 07701; INSURANCE SERVICES; PARTNER/INSURANCE AGENT; 7/1996

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald William Cash'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

November 13, 2009 - Present

DONALD W. CASH & ASSOCIATES, LLC

Office #1: 331 Newman Springs Road Building #1 4th Floor, Suite 143, Red Bank, NJ, 07701

RIA

CRD#: 150830

Red Bank, NJ

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
(11/13/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2009

Uniform Investment Adviser Law Examination

Current Firm

DONALD W. CASH & ASSOCIATES, LLC

CRD#: 150830 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/13/2009 Approved)

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Contact information

Main Address

331 Newman Springs Road Building #1 4th Floor, Suite 143, Red Bank, NJ, 07701

Mailing Address

Phone number

(800) 664-1183

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Donald W. Cash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald William Cash's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONALD W. CASH & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2009

Current Firm

DONALD W. CASH & ASSOCIATES, LLC

Contact information

Documents

Red Flags

Company Information

DONALD W. CASH & ASSOCIATES, LLC

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