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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Bugdal Zinsser Asset Management, Inc.

Donald J. Bugdal

CRD 4785381 · Princeton, NJ

At a glance

Donald J. Bugdal is an investment adviser representative with Bugdal Zinsser Asset Management, Inc. in Princeton, NJ, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Consultant.

Current advisory firms

  • Bugdal Zinsser Asset Management, Inc.Since January 2026Princeton, NJ · State-registered or not in the SEC’s list
  • Donald J. Bugdal & AssociatesSince January 2026Mercerville, NJ · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
Chartered Financial Consultant
Exams
–
Registered in
–
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Donald’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.