Advisor at Princeton Global Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Princeton Global Asset Management LLC
Location
Princeton, NJ 08542
Credentials
CFA®, Series 66
Industry experience
17 years
Brett Shaver is a CFA charterholder with 17 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and previously spent 10 years at BlackRock Investments, Inc., alongside ongoing experience with Merrill Lynch Investment Managers. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm’s investment approach combines fundamental analysis with macroeconomic and geopolitical considerations, and it offers customized portfolios aligned with clients’ risk profiles and objectives.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
17 Hulfish Street, Suite 240
Princeton, NJ 08542
New Jersey · Texas
Princeton Global Asset Management, LLC
2016 - Present (10 years)
Merrill Lynch Investment Managers, Llc
2006 - Present (20 years)
Blackrock Investments, Inc.
2006 - 2016 (10 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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Series 63, Series 66
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