Halberstadt Financial Consultants Inc

Who works here

• BC
  Barbara Jean Cavagnaro
• DW
  Daniel Lev Walter
• DW
  David Walter
• JW
  Jeremiah Zev Walter

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Halberstadt Financial Consultants Inc

Legal name: Halberstadt Financial Consultants, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

109462