DR
Daniel M. Reichman
FRIEDENTHAL FINANCIAL
Marlton, NJ 08053
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CRD#: 6926743
DR
Professional summary
Daniel M Reichman is a registered financial advisor currently at FRIEDENTHAL FINANCIAL, LLC located in Marlton, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 1 firm .
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.
Chief Financial Officer of BKD Group LLC. Salary (No commissions) Chief Financial Officer of Cooperative Laundry Tri-State LLC. (Greenfield Startup Company, No commissions) Chief Financial Officer of CNR Publications, LLC Profit Participation, (No commissions) Name of the outside business MMG Advisors, Inc. Is the business "investment-related?"No Location and description of business 561 Seventh Ave. New York, NY 10018 USA Position/Title Executive Director Responsibilities/Duties Assist to execute M&A transactions on the part of our clients. Clients are usually business owners looking to sell all or part of their business. We structure, negotiate and close transactions on behalf of our clients. Start Date August 1, 2021 Hours per month devoted to the business: During trading hours 165 Outside trading hours 10
CRS (Client Relationship Summary) - RIA
Click below to view Daniel M Reichman'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®
NoneExperience
Current
March 20, 2018 - Present
FRIEDENTHAL FINANCIAL, LLC
Office #1: 5000 Sagemore Drive Suite 102, Marlton, NJ 08053RIA
CRD#: 150457
Marlton, 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".
FF
FRIEDENTHAL FINANCIAL, LLC
FRIEDENTHAL FINANCIAL, LLC
CRD#: 150457 / SEC#: 801-78622
RIA
Registered Investment Advisory firm - (10/9/2013 Approved)California
Registered Investment Advisory firm - (11/16/2013 Terminated)New York
Registered Investment Advisory firm - (10/17/2013 Terminated)North Carolina
Registered Investment Advisory firm - (10/17/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/18/2013 Terminated)Texas
Registered Investment Advisory firm - (10/17/2013 Terminated)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(3/20/2018)
IAR
Texas(11/9/2022)
Exams
Current Firm
FF
FRIEDENTHAL FINANCIAL, LLC
FRIEDENTHAL FINANCIAL, LLC
CRD#: 150457 / SEC#: 801-78622
RIA
Registered Investment Advisory firm - (10/9/2013 Approved)California
Registered Investment Advisory firm - (11/16/2013 Terminated)New York
Registered Investment Advisory firm - (10/17/2013 Terminated)North Carolina
Registered Investment Advisory firm - (10/17/2013 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/18/2013 Terminated)Texas
Registered Investment Advisory firm - (10/17/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5000 Sagemore Drive Suite 102, Marlton, NJ 08053
Mailing Address
Phone number
(856) 210-6494
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 521 |
| AUM (Assets Under Management) | $ 173,890,477 |
Red Flags
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