Daniel
Gordon
Shaker Financial Services
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About this Advisor
Daniel Gordon is a financial advisor operating in Sewell, New Jersey, with 17 years of relevant experience. Gordon currently works for Shaker Financial Services. They have spent their complete time as a financial advisor at Shaker Financial Services. Gordon has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in California, District Of Columbia, Maryland and Virginia. Shaker Financial Services is a registered investment firm based in Annapolis, MD. The investment advisory business has offices in two locations and a total of eight people on staff. It has $208 million in assets between its 632 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 632 accounts, 24% are held by high-net-worth clients who have at least $1 million in assets available to invest. Shaker Financial Services provides portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on the type of services. Fees charged by Shaker Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shaker Financial Services Brokerage Details
$207,583,087
8
632
$328,454
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Daniel Gordon Work History
Daniel has been registered as a financial advisor for 17 years.*
Shaker Financial Services
*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 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
Annapolis, MD
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