Daniel
Gordon

Shaker Financial Services

CRD#5235977
Investment Advisor
in Sewell, NJ

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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

Series 65

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Sewell, NJ

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Shaker Financial Services Brokerage Details

Total Assets Under Management

$207,583,087

NJ Average: $6,889,882,315
Total Number of Employees

8

NJ Average: 45
Total Number of Accounts

632

NJ Average: 765
Average Account Size

$328,454

NJ Average: $9,006,382

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.*

2006 - Present (18 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

Kathryn Martinez
Annapolis, MD
Daniel Gordon
Sewell, NJ
Robert Shaker
Annapolis, MD
Richard Shaker
Annapolis, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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