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Brett Michael Shaver

Investment adviser representative at Princeton Global Asset Management LLC
20 yearsExperience
2 statesRegistered in
CFADesignation
$921.3MFirm assets

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How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Princeton Global Asset Management, LLCSep 2016 to now
  2. Merrill Lynch Investment Managers, LLCSep 2006 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Princeton Global Asset Management LLC

$921.3MAssets managed
365Clients
21Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4575305
Firm CRD
146644
Advisor's SEC record (opens in a new tab)
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