Chief Investment Officer · Princeton Global Asset Management LLC
Joel Heymsfeld
CRD 244888 · Named on Form ADV at one SEC-registered adviser
At a glance
Princeton Global Asset Management LLC, an SEC-registered wealth manager based in Princeton, NJ with $921 million in regulatory assets, lists Joel Heymsfeld on its Form ADV as Chief Investment Officer.
Firms and roles
- Princeton Global Asset Management LLCChief Investment OfficerWealth manager · Princeton, NJ · $921M in regulatory assets
AtlasMembers
Joel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Paul J. GerardChairman, Princeton Global Asset Management LLC
- Brett M. ShaverPresident, Princeton Global Asset Management LLC
- Richard M. MoseleySenior Wealth Manager, Princeton Global Asset Management LLC
- ERICA S. BULLINGERCOO and CCO, Princeton Global Asset Management LLC
- Daniel J. HanleyWealth Manager, Princeton Global Asset Management LLC
1 more person named with Joel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.