Daniel Lev Walter
Investment adviser representative at Halberstadt Financial Consultants Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$185MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Halberstadt Financial Consultants, Inc.Jul 2023 to now
- Re/maxJul 2015 to now
- Halberstadt Insurnace Services, LLCJun 2010 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Halberstadt Financial Consultants Inc
Legal name: Halberstadt Financial Consultants, Inc.
$185MAssets managed
158Clients
4Advisers
26 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
- 5326982
- Firm CRD
- 109462