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CFP

Daniel Hanley

Princeton Global Asset Management LLC
30 Years of Experience
Princeton, NJ
View SEC Summary
View SEC Summary

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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.

Princeton Global Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
365 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$921.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17 Hulfish Street, Suite 240, Princeton, NJ, 08542

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Spoor Behrins Campbell & Young Securities CORP
May 2020 - January 2023 · 2 yrs 8 mos
Global Wealth Management, LLC
March 2018 - January 2020 · 1 yr 10 mos
Global Wealth Management, LLC
August 2017 - December 2017 · 4 mos
Wells Fargo Clearing Services, LLC
August 2013 - August 2017 · 4 yrs
Wells Fargo Clearing Services, LLCBroker
June 2013 - August 2017 · 4 yrs 2 mos
Drexel Hamilton, LLCBroker
November 2011 - May 2013 · 1 yr 6 mos
Hudson Securities,inc.Broker
April 2011 - May 2011 · 1 mo
Rodman & Renshaw, LLCBroker
April 2005 - September 2011 · 6 yrs 5 mos
Deutsche Bank Securities INC.Broker
June 2002 - March 2004 · 1 yr 9 mos
Ndb Capital Markets, LPBroker
April 1994 - June 2002 · 8 yrs 2 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
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