Barbara Cavagnaro has been an investment adviser representative at Halberstadt Financial Consultants since February 2019, and is not listed among the firm’s executive officers or direct owners.
Halberstadt Financial Consultants, Inc. is a Princeton, NJ firm with $185M under management, 158 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 7 yearsPrinceton, NJ · Adviser representative · Firm CRD 109462
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Barbara Jean Cavagnaro
- CRD
- 6915335
- Firm
- Halberstadt Financial Consultants · CRD 109462
- Office
- 50 NORTH TULANE ST, Princeton, NJ 08542-6912
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Barbara Cavagnaro work?
Barbara Cavagnaro is an investment adviser representative registered through Halberstadt Financial Consultants, Inc. since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Barbara Cavagnaro a financial advisor?
Yes. Barbara Cavagnaro has a current investment-adviser registration, through Halberstadt Financial Consultants since February 2019.
How many years of experience does Barbara Cavagnaro have?
Barbara Cavagnaro has 7 years in the financial industry, since February 2019, across 1 adviser firm.
What exams has Barbara Cavagnaro passed?
Barbara Cavagnaro passed the Series 65 in January 2019.
Where is Barbara Cavagnaro based?
Barbara Cavagnaro’s registered office is in Princeton, NJ.
Is Barbara Cavagnaro registered with FINRA?
No. Barbara Cavagnaro has no current broker registration.
How can I verify Barbara Cavagnaro’s record?
Search CRD 6915335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barbara Cavagnaro’s full registration record.
