Best Investors Account Sign in
Inactive

Daniel B Ziment

Ziment Financial Advisors, Inc.

Princeton Junction, NJ

New York, NY

Claim This Profile
Current Employers
Ziment Financial Advisors, Inc.

Princeton Junction, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-26
NY RA APPROVED 2025-11-20
  • NJ RA
    APPROVED
    Since 2025-11-26
  • NY RA
    APPROVED
    Since 2025-11-20

Branch Locations

Princeton Junction, NJ • United States

New York, NY • 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
Ziment Financial Advisors, Inc. Princeton Junction NJ 04/2025 Present
The Wharton School Philadelphia PA 07/2017 06/2019
Evolent Health Arlington VA 11/2014 06/2017
Goldman Sachs & Co Llc New York NY 07/2019 09/2023
Morgan Stanley & Co Llc New York NY 09/2023 04/2025
  • 04/2025 → Present
    Ziment Financial Advisors, Inc.
    Princeton Junction, NJ
  • 07/2017 → 06/2019
    The Wharton School
    Philadelphia, PA
  • 11/2014 → 06/2017
    Evolent Health
    Arlington, VA
  • 07/2019 → 09/2023
    Goldman Sachs & Co Llc
    New York, NY
  • 09/2023 → 04/2025
    Morgan Stanley & Co Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-20
S63 Uniform Securities Agent State Law Examination 2019-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2019-08-21
Other Names
  • Daniel Benjamin Ziment

View on SEC IAPD

More in Princeton Junction, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor