Daniel Hanley
Daniel Hanley is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 442 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PGAM's fees are based on a percentage of the value of your portfolio and are typically charged quarterly. The specific fee is negotiable, but PGAM will not assess any advisory fee in excess of 1.50%. You may also incur brokerage commissions and other fees.
Location
17 Hulfish Street, Suite 240, Princeton, NJ, 08542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel owns rental property in Ortley Beach, NJ with his spouse since 2015. He spends minimal time on this activity and has no duties related to it.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Spoor Behrins Campbell & Young Securities CORP
Global Wealth Management, LLC
Global Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Drexel Hamilton, LLCBroker
Hudson Securities,inc.Broker
Rodman & Renshaw, LLCBroker
Deutsche Bank Securities INC.Broker
Ndb Capital Markets, LPBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.