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Daniel H Satz

Daniel H. Satz

NOVI WEALTH PARTNERS
Princeton, NJ 08540
Some features on this profile are disabled
CRD#: 5420533
Daniel H Satz

Professional summary

Daniel H Satz, CFP® is a registered financial advisor currently at NOVI WEALTH PARTNERS located in Princeton, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel H Satz'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: 2018

Experience

Current

December 14, 2015 - Present

NOVI WEALTH PARTNERS

Office #1: 512 Executive Drive, Princeton, NJ 08540
RIA
CRD#: 166539
Princeton, NJ
Past

December 23, 2008 - June 13, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
JACKSON, 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".
NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP

CRD#: 166539 / SEC#: 801-77565

RIA
Registered Investment Advisory firm - (1/1/2013 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
(12/14/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/24/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/22/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS
NOVI WEALTH PARTNERS | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRIVATE WEALTH MANAGEMENT GROUP

CRD#: 166539 / SEC#: 801-77565

RIA
Registered Investment Advisory firm - (1/1/2013 Approved)
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Contact information

Main Address
512 Executive Drive, Princeton, NJ 08540
Mailing Address
Phone number
(609) 921-7002
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts915
AUM (Assets Under Management)$ 492,884,682

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.

Company Information

NOVI WEALTH PARTNERS

NOVI WEALTH PARTNERS

CRD#: 166539Princeton, NJ 08540

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