Daniel
Mcconlogue
Ritholtz Wealth Management
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About this Advisor
Daniel Mcconlogue is a financial advisor based in Fort Meyers, Florida, working with Ritholtz Wealth Management. Daniel has previously held positions at Eleven O'Clock Associates LLC and Ritholtz Wealth Management. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Daniel is part of Ritholtz Wealth Management, which operates out of Fort Meyers, Florida. The firm has 13 offices and 60 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$4,265,952,348
60
10,122
$421,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Mcconlogue Work History
Ritholtz Wealth Management
Eleven O'Clock Associates LLC
Disclosures
Please visit the SEC profile of Daniel Mcconlogue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ritholtz Wealth Management
New York, NY
New York, NY
New York, NY
New York, NY
Lansing, MI
Nashville, TN
New York, NY
New York, NY
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