Searle & Co.
47yrs
Top advisor by experience in Greenwich
43yrs
Based in Greenwich, Connecticut, Daniel Shaffer is a fiduciary financial advisor with 43 years of industry experience. Daniel joined Shaffer Asset Management in 2006, after 12 years at Berthel Fisher & Company Financial Services. Daniel holds the ChFC designation.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Connecticut
OfficeGreenwich, CT
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$220,458
States licensed ?1 state
Services through Shaffer Asset Management
Investment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowShaffer Asset Management, Inc.Current firm
- 2001 – 2013
Contact Daniel
(914) 263-6885Shaffer Asset Management main office Greenwich, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Shaffer Asset Management at (914) 263-6885 and ask for Daniel Shaffer. Daniel works from the Greenwich, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1983, about 43 years. Top 1% by experience in Connecticut.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Shaffer Asset Management reports being paid by a percentage of the assets they manage, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Searle & Co.
46yrs
Top 1% by experience in Greenwich
Searle & Co.
46yrs
Top 1% by experience in Greenwich
Oppenheimer & Co.
46yrs
Top 1% by experience in Connecticut
Wells Fargo Advisors
45yrs
Top 1% by experience in Connecticut
Vanderbilt Advisory Services
44yrs
Top 1% by experience in Greenwich