Barbara
Cavagnaro

Halberstadt Financial Consultants Inc

CRD#6915335
Investment Advisor
in Princeton, NJ

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About this Advisor

Barbara Cavagnaro is a financial advisor based in Princeton, New Jersey, working with Halberstadt Financial Consultants Inc. Barbara has previously held a position at Halberstadt Financial Consultants, Inc. Barbara has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Barbara is part of Halberstadt Financial Consultants Inc, which operates out of Princeton, New Jersey. The firm has 5 employees and manages assets totaling $136.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Halberstadt Financial Consultants Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 North Tulane St
Princeton, NJ 08542

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Halberstadt Financial Consultants Inc Brokerage Details

Total Assets Under Management

$136,000,000

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

369

NJ Average: 6,978
Average Account Size

$368,564

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Barbara Cavagnaro Work History

2000 - Present (24 years)

Halberstadt Financial Consultants, Inc

Disclosures

Please visit the SEC profile of Barbara Cavagnaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Halberstadt Financial Consultants Inc

Jeremiah Walter
Princeton, NJ
Daniel Walter
Princeton, NJ
David Walter
Princeton, NJ
Barbara Cavagnaro
Princeton, NJ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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