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Daniel William Clifford

White Knight Strategic Wealth Advisors, LLC

Lawrenceville, NJ

CRD 6112047

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Employer firm

White Knight Strategic Wealth Advisors, LLC CRD 302098

$207M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
White Knight Strategic Wealth Advisors, Llc

2801 Main Street, Lawrenceville, NJ 08648 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2801 Main Street, Lawrenceville, NJ 08648 • 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
Ameriprise Financial Services, Inc. Princeton NJ 08/2012 07/2019
White Knight Strategic Wealth Advisors Princeton NJ 07/2019 Present
  • 08/2012 → 07/2019
    Ameriprise Financial Services, Inc.
    Princeton, NJ
  • 07/2019 → Present
    White Knight Strategic Wealth Advisors
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-15
  • S66 Uniform Combined State Law Examination
    2014-09-15

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

JENNIFER ELISE CAYLO
JASON WILLIAM RICCARDO
ALISON DENIS LONGLEY

Nearby Offices

MORGAN STANLEY · Lawrenceville, NJ
MORGAN STANLEY · Lawrenceville, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · LAWRENCEVILLE, NJ

More in Lawrenceville, NJ

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