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Daniel T
Series 65
East Brunswick, NJ
SJBenen Advisory, LLC
Daniel Trub is a financial advisor with SJBenen Advisory, LLC in East Brunswick, NJ, holding a Series 65 designation and eight years of industry experience. Prior to his advisory role beginning in 2018, he served 11 years in the United States Navy. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach with strategies ranging from passive indexing to long-short active management, incorporating fundamental, technical, cyclical, and quantitative analysis.
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