Daniel Satz has been Wealth Manager and Partner of Private Wealth Management Group since January 2024, is not listed as a control person, but directly owns under 5% of the firm.
Private Wealth Management Group LLC is a Princeton, NJ firm with $613M under management, 272 clients and 7 advisers in one office, as of its March 2026 filing.
- Novi Wealth PartnersCurrent– present · 10 yearsPrinceton, NJ · Adviser representative · Firm CRD 166539
Investment adviser representative registrations
Daniel Satz is registered as an investment adviser representative in New Jersey, since December 2015.
- New JerseySince 14 December 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel H Satz
- CRD
- 5420533
- Firm
- Private Wealth Management Group · CRD 166539
- Role
- Wealth Manager and Partner
- Office
- 512 EXECUTIVE DRIVE, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Satz work?
Daniel Satz has been Wealth Manager and Partner of Private Wealth Management Group LLC since January 2024.
Is Daniel Satz a financial advisor?
Yes. Daniel Satz has a current investment-adviser registration in New Jersey, through Private Wealth Management Group since December 2015.
How many years of experience does Daniel Satz have?
Daniel Satz has 10 years in the financial industry, since December 2015, across 1 adviser firm.
What exams has Daniel Satz passed?
Daniel Satz has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2008.
Where is Daniel Satz based?
Daniel Satz’s registered office is in Princeton, NJ.
Is Daniel Satz registered with FINRA?
No. Daniel Satz has no current broker registration.
How can I verify Daniel Satz’s record?
Search CRD 5420533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Satz’s full registration record.