Daniel
Mccarthy
Onedigital Investment Advisors
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About this Advisor
Daniel Mccarthy is a financial advisor based out of Basking Ridge, New Jersey with 2 years of industry experience. Mccarthy is an employee of Onedigital Investment Advisors. Throughout their career, Mccarthy has worked at Gouldin & Mccarthy, LLC, Comprehensive Asset Management & Servicing, Inc, Resources Investment Advisors, LLC and Triad Advisors. Mccarthy holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New Jersey. Onedigital Investment Advisors is a registered investment business that has its headquarters in Overland Park, KS. It has offices in 73 locations and a total of 550 advisors. It controls $89 billion in assets under management among its 25,199 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 97 charitable organizations. Of its 25,199 customer accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Onedigital Investment Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on the type of services. However, fee types billed by Onedigital Investment Advisors may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Mccarthy Work History
Daniel has been registered as a financial advisor for 2 years.*
Triad Advisors
Resources Investment Advisors, LLC
Gouldin & Mccarthy, LLC
Comprehensive Asset Management & Servicing, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mccarthy 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 Onedigital Investment Advisors
York, PA
Overland Park, KS
Pensacola, FL
Orlando, FL
Torrance, CA
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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