Daniel L. Walter

HALBERSTADT FINANCIAL CONSULTANTS

Princeton, NJ 08542

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CRD#: 5326982

Professional summary

Daniel Lev Walter, CFP®, who also goes by Daniel Walter, is a registered financial advisor currently at HALBERSTADT FINANCIAL CONSULTANTS INC located in Princeton, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 3 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Walter

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.

1.)HALBERSTADT INSURANCE SERVICES; NON-INVST RELATED; 50 NORTH TULANE STREET PRINCETON NJ; SELL LIFE INSURNCE,HEALTH P&C, LTC AND DISABILITY; 35 HRS/WEEK; STARTED 06/01/2010. 2) Sell Real Estate through RE/MAX. Part Time 5-10 hours a Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lev Walter's CRS (Customer Relationship Summary).

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

August 15, 2023 - Present

HALBERSTADT FINANCIAL CONSULTANTS INC

Office #1: 50 North Tulane St, Princeton, NJ 08542

RIA

CRD#: 109462

Princeton, NJ

Past

December 16, 2013 - September 16, 2014

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

June 15, 2011 - December 13, 2013

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

May 24, 2007 - June 1, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SHORT HILLS, 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
(8/15/2023)

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

General Industry/Product Exam

Series 6

Date: 5/23/2007

Investment Company Products/Variable Contracts Representative Examination

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)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HALBERSTADT FINANCIAL CONSULTANTS, INC. FIRM BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 150,000,000

Red Flags

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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Daniel L. Walter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lev Walter's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALBERSTADT FINANCIAL CONSULTANTS INC

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HALBERSTADT FINANCIAL CONSULTANTS INC

State Registrations and Notice Filings

Exams

Series 6

Date: 5/23/2007

Current Firm

HALBERSTADT FINANCIAL CONSULTANTS INC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERSTADT FINANCIAL CONSULTANTS INC

TRUST BUT VERIFY

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