Daniel Lesneski is a CFP-designated registered investment advisor, based in Northfield, NJ, with 15 years of industry experience.
Location
1555 Zion Road, Suite 202, Northfield, NJ, 08225
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a Financial Advisor/Founder at Concurrent Investment Advisors d/b/a Cornerstone Private Wealth Partners, dedicating full-time hours to providing advice to clients. He also works as an agent selling fixed/traditional insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations11 states
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.