DT
Daniel M. Trub
SJBENEN ADVISORY
East Brunswick, NJ
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CRD#: 6975326
DT
Professional summary
Daniel Mordecai Trub is a registered financial advisor currently at SJBENEN ADVISORY, LLC located in East Brunswick, 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 and has passed the Series 65 exam.
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.
1.1055 S Elmora LLC; 525 Milltown Road, North Brunswick, NJ 08902; Investment-related; Limited Partner in LLC that owns residential apartment building; Passive Investment; Start date with business: 2018-04-06; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2. 2.Riverside Apartments, LLC; 525 Milltown Road, North Brunswick, NJ 08902; Investment-related; Limited Partner in LLC that owns residential apartment building; Passive Investor; Start date with business: 2017-05-07; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2. 3.444 Jefferson LLC; 525 Milltown Road, North Brunswick, NJ 08902; Investment-related; Limited Partner in LLC that owns residential apartment building; Passive Investor; Start date with business: 2017-11-06; Hours devoted to business during trading hours: 0;Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2. 4.Limited Partner; 225 Beechwood LLC; Investment related: Yes; Location: 525 Milltown Road, North Brunswick, NJ 08902; Description of the business: Limited Partner in passive real estate investment company; Business Started: 2019-10-17; Expected total yearly compensation derived from the business: 1 5. 155 Grove St LLC; Investment related: Yes; Location: 525 Milltown Road, North Brunswick, NJ 08902; Description of the business: Private Placement Residential Real Estate Partnership; Position Title: Member; Responsibilities Duties: Passive Investor; Start date: 2021-12-15; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Mordecai Trub'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
October 12, 2018 - Present
SJBENEN ADVISORY, LLC
RIA
CRD#: 283153
East Brunswick, 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".
SA
SJBENEN ADVISORY, LLC
SJBENEN ADVISORY, LLC
CRD#: 283153 / SEC#: 801-119419
RIA
Registered Investment Advisory firm - (9/9/2020 Approved)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (9/15/2020 Terminated)North Carolina
Registered Investment Advisory firm - (10/1/2020 Terminated)Texas
Registered Investment Advisory firm - (9/15/2020 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(10/12/2018)
IAR
Texas(6/12/2019)
Current Firm
SA
SJBENEN ADVISORY, LLC
SJBENEN ADVISORY, LLC
CRD#: 283153 / SEC#: 801-119419
RIA
Registered Investment Advisory firm - (9/9/2020 Approved)New Jersey
Registered Investment Advisory firm - (5/28/2021 Terminated)New York
Registered Investment Advisory firm - (9/15/2020 Terminated)North Carolina
Registered Investment Advisory firm - (10/1/2020 Terminated)Texas
Registered Investment Advisory firm - (9/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Durham, NC
Mailing Address
510 Meadowmont Village Circle #290, Chapel Hill, NC 27517
Phone number
(919) 251-9270
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 370 |
| AUM (Assets Under Management) | $ 328,542,172 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
