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Daniel H Satz

Novi Wealth Partners

Princeton, NJ

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Current Employers
Novi Wealth Partners

512 Executive Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-12-14
  • NJ RA
    APPROVED
    Since 2015-12-14

Branch Locations

512 Executive Drive, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Wealth Management Group, Llc Princeton NJ 07/2015 Present
  • 07/2015 → Present
    Private Wealth Management Group, Llc
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-08
S63 Uniform Securities Agent State Law Examination 2009-03-24
  • S65 Uniform Investment Adviser Law Examination
    2015-12-08
  • S63 Uniform Securities Agent State Law Examination
    2009-03-24

View on SEC IAPD

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