Daniel Mordecai Trub
Investment adviser representative at Sjbenen Advisory, LLC
19 yearsExperience
2 statesRegistered in
$399.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Sj Benen Advisory LLCSep 2018 to now
- Sjbenen Advisory, LLCSep 2018 to now
- N/aMar 2018 to Sep 2018
- United States NavyMay 2007 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Sjbenen Advisory, LLC
$399.9MAssets managed
149Clients
2Advisers
6 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
- 6975326
- Firm CRD
- 283153