Brett Shaver has been President of Princeton Global Asset Management since September 2016, is a control person of the firm and directly owns between 50% and 75% of it. Brett Shaver holds a BS from Bucknell University.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
Brett Shaver is Managing Partner & President of Princeton Global. As president he works to build the team, investment performance and client experience, and as a portfolio manager he works with clients to construct portfolios for their financial goals. He has 20 years of experience in investment analysis and was previously a Senior Research Analyst at BlackRock.
Brett Shaver’s longest registration is the current one, 9 years at Princeton Global Asset Management since 2016. Before joining Princeton Global Asset Management in 2016, Brett Shaver was registered through BlackRock Investment Management, LLC and Merrill Lynch Investment Managers LP.
- – present · 9 yearsPrinceton, NJ · Adviser representative · Firm CRD 146644
- BlackRock Investment Management, LLC– · 4 yearsPlainsboro, NJ · Adviser representative · Firm CRD 108928
- Merrill Lynch Investment Managers LP– · 4 yearsPlainsboro, NJ · Adviser representative · Firm CRD 105068
Professional designations
Listed by Princeton Global Asset Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Brett Shaver is registered as an investment adviser representative in 2 states. The first approvals date from December 2016; the most recent is New Jersey, in December 2017.
- New JerseySince 7 December 2017
- TexasSince 15 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 October 2002 |
| Series 7 | General Securities Representative Examination | 24 September 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brett Michael Shaver
- CRD
- 4575305
- Firm
- Princeton Global Asset Management · CRD 146644
- Role
- President
- Office
- 17 HULFISH STREET, SUITE 240, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does Brett Shaver work?
Brett Shaver has been President of Princeton Global Asset Management LLC since September 2016, and is a control person of the firm.
Is Brett Shaver a financial advisor?
Yes. Brett Shaver has a current investment-adviser registration in New Jersey and Texas, through Princeton Global Asset Management since December 2016.
How many years of experience does Brett Shaver have?
Brett Shaver has 18 years in the financial industry, since July 2008, across 3 adviser firms.
What exams has Brett Shaver passed?
Brett Shaver has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2002.
Where did Brett Shaver work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Brett Shaver was registered through BlackRock Investment Management, LLC, September 2006 to January 2011; Merrill Lynch Investment Managers LP, August 2002 to September 2006.
Where is Brett Shaver based?
Brett Shaver’s registered office is in Princeton, NJ.
Is Brett Shaver registered with FINRA?
No. Brett Shaver has no current broker registration.
Is Brett Shaver a CFA charterholder?
Princeton Global Asset Management lists Brett Shaver with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Brett Shaver’s record?
Search CRD 4575305 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Shaver’s full registration record.
