Daniel
Clifford
White Knight Strategic Wealth Advisors, LLC
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About this Advisor
Daniel Clifford is a financial advisor working out of Princeton, New Jersey, with a total of 4 years of industry experience. Clifford is on the advisory team at White Knight Strategic Wealth Advisors, LLC. During their career, Clifford has held roles at Ameriprise Financial Services, Inc and White Knight Strategic Wealth Advisors. Clifford maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. White Knight Strategic Wealth Advisors, LLC is a firm that has its headquarters in Princeton, NJ. It administers $120 million in total assets across its 352 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 352 customer accounts, 30% are associated with high-net-worth individuals who have more than $1 million in investable assets. White Knight Strategic Wealth Advisors, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on the services. However, fees billed by White Knight Strategic Wealth Advisors, LLC likely are comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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White Knight Strategic Wealth Advisors, LLC Brokerage Details
$119,640,884
7
352
$339,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Clifford Work History
Daniel has been registered as a financial advisor for 4 years.*
White Knight Strategic Wealth Advisors
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Clifford 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 White Knight Strategic Wealth Advisors, LLC
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
Princeton, NJ
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