Paul
Burcher

White Knight Strategic Wealth Advisors, LLC

CRD#2801619
Investment Advisor
in Princeton, NJ

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About this Advisor

Paul Burcher is a financial advisor who works in Princeton, New Jersey with a total of 4 years of relevant experience. Burcher is on the advisory team at White Knight Strategic Wealth Advisors, LLC. Throughout their career, Burcher has worked at White Knight Strategic Wealth Advisors and Ameriprise Financial Services, Inc. Burcher has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in New Jersey. White Knight Strategic Wealth Advisors, LLC is a business headquartered in Princeton, NJ. It oversees $120 million in assets among its 352 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 352 accounts, 30% are associated with high-net-worth individuals who have more than $1 million in investable assets. White Knight Strategic Wealth Advisors, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on which service is offered. However, fees billed by White Knight Strategic Wealth Advisors, LLC most likely consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

100 Canal Pointe Blvd., Suite 121
Princeton, NJ 08540

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White Knight Strategic Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$119,640,884

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

352

NJ Average: 6,978
Average Account Size

$339,889

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Burcher Work History

Paul has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

White Knight Strategic Wealth Advisors

1997 - 2019 (22 years)

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 Paul Burcher 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

Daniel Clifford
Princeton, NJ
Evasio Cagande
Princeton, NJ
Karamjeet Mangat
Princeton, NJ
Hyder Agha
Princeton, NJ
Harpreet Mangat
Princeton, NJ
Simmerpal Bains
Princeton, NJ
Paul Burcher
Princeton, NJ

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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