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DZ

Daniel F. Zinsser

BUGDAL ZINSSER ASSET MANAGEMENT
Princeton, NJ
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CRD#: 702674
DZ

Professional summary


Daniel Frederick Zinsser, who also goes by Daniel Frederick Zinsser Cfa, is a registered financial advisor currently at BUGDAL ZINSSER ASSET MANAGEMENT, INC. located in Princeton, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Daniel Frederick Zinsser Cfa

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 Frederick Zinsser'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®
None

Experience


Current

April 4, 2006 - Present

BUGDAL ZINSSER ASSET MANAGEMENT, INC.

RIA
CRD#: 128915
Princeton, 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
(4/4/2006)

Exams


Current Firm


BZ
BUGDAL ZINSSER ASSET MANAGEMENT, INC.
BUGDAL ZINSSER ASSET MANAGEMENT, INC. | BUGDAL ZIUSSER ASSET MANAGEMENT, INC.

CRD#: 128915 / SEC#:

New Jersey
Registered Investment Advisory firm - (5/21/1992 Approved)
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Contact information


Main Address
Princeton, NJ
Mailing Address
Phone number
(609) 683-0087
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 46,000,000

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.

Company Information


BUGDAL ZINSSER ASSET MANAGEMENT, INC.

CRD#: 128915Princeton, NJ

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