Daniel Walter has been an investment adviser representative at Halberstadt Financial Consultants since August 2023, 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.
Daniel Walter is Client Relationship Manager and Risk Management Specialist at Halberstadt Financial Consultants, Inc. He has over 15 years of experience in the financial services industry, specializing in risk management solutions for individual and business clients.
- – present · 3 yearsPrinceton, NJ · Adviser representative · Firm CRD 109462
Professional designations
Listed by Halberstadt Financial Consultants
- CFP®
Investment adviser representative registrations
Daniel Walter is registered as an investment adviser representative in New Jersey, since August 2023.
- New JerseySince 15 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 May 2007 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Lev Walter
- CRD
- 5326982
- Firm
- Halberstadt Financial Consultants · CRD 109462
- Office
- 50 NORTH TULANE ST, Princeton, NJ 08542-6912
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- halberstadtfinancial.com
Where does Daniel Walter work?
Daniel Walter is an investment adviser representative registered through Halberstadt Financial Consultants, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Walter a financial advisor?
Yes. Daniel Walter has a current investment-adviser registration in New Jersey, through Halberstadt Financial Consultants since August 2023.
How many years of experience does Daniel Walter have?
Daniel Walter has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Daniel Walter passed?
Daniel Walter passed the Series 6 in May 2007.
Where is Daniel Walter based?
Daniel Walter’s registered office is in Princeton, NJ.
Is Daniel Walter registered with FINRA?
No. Daniel Walter has no current broker registration.
Is Daniel Walter a CFP?
Halberstadt Financial Consultants lists Daniel Walter with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Daniel Walter, CFP® biography, halberstadtfinancial.com
How can I verify Daniel Walter’s record?
Search CRD 5326982 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Walter’s full registration record.
