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Ross Geoffrey Danzig

Oakbourne Advisors

Berkeley Heights, NJ

West Chester, PA

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Current Employers
Oakbourne Advisors

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-05-20
  • PA RA
    APPROVED
    Since 2022-05-20

Branch Locations

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

2 West Market Street Suite 1, West Chester, PA 19382 • 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
Sei Investments Distribution Co Oaks PA 03/2016 04/2022
Oakbourne Advisors West Chester PA 05/2022 Present
Northstar Asset Management Llc Hackettstown NJ 05/2022 Present
  • 03/2016 → 04/2022
    Sei Investments Distribution Co
    Oaks, PA
  • 05/2022 → Present
    Oakbourne Advisors
    West Chester, PA
  • 05/2022 → Present
    Northstar Asset Management Llc
    Hackettstown, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-10-11
S65 Uniform Investment Adviser Law Examination 2016-06-13
  • S63 Uniform Securities Agent State Law Examination
    2016-10-11
  • S65 Uniform Investment Adviser Law Examination
    2016-06-13
Other Names
  • Ross Geoffrey Danzig
  • Ross Geoffrey Danzig

View on SEC IAPD

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