David Walter

Employer firm

Halberstadt Financial Consultants Inc CRD 109462

$185M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Halberstadt Financial Consultants Inc

50 North Tulane St, Princeton, NJ 08542-6912 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01

NJ RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

50 North Tulane St., Princeton, NJ 08542 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Halberstadt Financial Consultants, Inc.	Princeton	NJ	02/2000	Present

02/2000 → Present

Halberstadt Financial Consultants, Inc.

Princeton, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-10

S66 Uniform Combined State Law Examination

1999-12-10

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Halberstadt Financial Consultants Inc

Disclosures

Employment History

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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