Daniel Frederick Zinsser
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Frederick Zinsser Cfa
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BUGDAL ZINSSER ASSET MANAGEMENT, INC. | BUGDAL ZIUSSER ASSET MANAGEMENT, INC.
Contact Information
Main Address
Princeton, NJPhone Number
(609) 658-6369# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$54,800,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/4/2006)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Frederick Zinsser's CRS (Customer Relationship Summary).
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