Daniel
O'Halloran
Emissary Wealth
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About this Advisor
Daniel O'Halloran is a financial advisor operating in Hackensack, New Jersey who has 1 year of relevant experience. O'Halloran works at Emissary Wealth. O'Halloran has gained experience at Rodale Inc, Martlet Creative, Emissary Wealth, Robot Fondue and Apple, Inc. O'Halloran maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in New Jersey. Emissary Wealth is a registered investment firm based out of Hackensack, NJ. It has $94 million in total assets among its 625 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 625 customer accounts, 19% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on the type of services. Fee types billed by Emissary Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emissary Wealth Brokerage Details
$93,689,636
7
625
$149,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel O'Halloran Work History
Daniel has been registered as a financial advisor for 1 years.*
Emissary Wealth
Martlet Creative
Rodale Inc
Robot Fondue
Apple, 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 O'Halloran 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 Emissary Wealth
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
Hackensack, NJ
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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