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Barbara Jean Cavagnaro

Halberstadt Financial Consultants Inc

Princeton, NJ

CRD 6915335

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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

AuthorityCategoryStatusDate
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 08542-6912 • 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
Halberstadt Financial Consultants, Inc Princeton NJ 05/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-26
  • S65 Uniform Investment Adviser Law Examination
    2019-01-26
Other Names
  • Barbara Jean Cavagnaro-Wong
  • Barbara Jean Wong

View on SEC IAPD

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Nearby Offices

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