Daniel
Trub
Sjbenen Advisory, LLC
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About this Advisor
Daniel Trub is a financial advisor based in Durham, North Carolina, working with Sjbenen Advisory, LLC. Daniel has previously held positions at Sjbenen Advisory, LLC, Sj Benen Advisory LLC, and the United States Navy. Daniel has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Daniel is part of Sjbenen Advisory, LLC, which operates out of Durham, North Carolina. The firm has 2 employees and manages assets totaling $252.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Sjbenen Advisory, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sjbenen Advisory, LLC Brokerage Details
$252,949,230
2
323
$783,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Daniel Trub Work History
Sjbenen Advisory, LLC
Sj Benen Advisory LLC
N/A
United States Navy
Disclosures
Please visit the SEC profile of Daniel Trub 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 Sjbenen Advisory, LLC
Durham, NC
Durham, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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