Daniel
Hauschild
Hallmark Capital Management Inc
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About this Advisor
Daniel Hauschild is a certified financial planner based out of Paramus, New Jersey with 4 years of industry experience. Hauschild is an advisor for Hallmark Capital Management Inc. Throughout their career, they have worked at Oppenheimer & Co. Inc, Jpmorgan Securities LLC and Hallmark Capital Management. Hauschild maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Florida, New Jersey and New York. Hallmark Capital Management Inc is a financial advisory firm operating out of Paramus, NJ. The firm has offices in four locations and a total of 16 financial advisors. It manages $2 billion in assets under management across its 1,623 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 1,623 customer accounts, 55% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on which services are provided. Fees charged by Hallmark Capital Management Inc likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hallmark Capital Management Inc Brokerage Details
$1,836,175,295
16
1,623
$1,131,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Hauschild Work History
Daniel has been registered as a financial advisor for 4 years.*
Hallmark Capital Management
Jpmorgan Securities LLC
Oppenheimer & Co. 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 Hauschild 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 Hallmark Capital Management Inc
Paramus, NJ
Paramus, NJ
Tampa, FL
Jericho, NY
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, 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.
