Daniel Shaifer
Investment adviser representative at Blbb Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm 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 feeOther
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
10 years in the industry.
- Remax RealtyNov 2023 to now
- Blbb Advisors, LLCJan 2023 to now
- Keller Williams PhiladelphiaFeb 2022 to Oct 2023
- Remax RealtyJan 2020 to Feb 2022
- The PostAug 2019 to Aug 2021
- Chipotle RestaurantJun 2019 to Sep 2019
- MagerksSep 2018 to Aug 2019
- MilliesJan 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Blbb Advisors
Legal name: Blb & B Advisors, LLC
$3.3BAssets managed
1,632Clients
20Advisers
20 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
- 8232686
- Firm CRD
- 139096