Daniel
Gordon
Shaker Financial Services
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About this Advisor
Daniel Gordon is a financial advisor based in Sewell, New Jersey, working with Shaker Financial Services. Daniel has previously held a position at Shaker Financial Services. Daniel has passed the Series 65 regulatory exam and is registered to provide services in California, District of Columbia, Maryland, and Virginia. Currently, Daniel is part of Shaker Financial Services, which operates out of Sewell, New Jersey. The firm has 2 offices and 8 employees. The firm manages assets totaling $228.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Shaker Financial Services includes asset-based fees.
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Shaker Financial Services Brokerage Details
$228,387,456
8
633
$360,802
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Daniel Gordon Work History
Shaker Financial Services
Disclosures
Please visit the SEC profile of Daniel Gordon 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 Shaker Financial Services
Annapolis, MD
Sewell, NJ
Annapolis, MD
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