Daniele
Donahoe
Mcshane Partners
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About this Advisor
Daniele Donahoe is a financial advisor based in Charlotte, North Carolina, working with Mcshane Partners. Daniele has previously held positions at Rinehart Wealth Management and Waverly Advisors, LLC. Daniele has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Daniele is part of Mcshane Partners, which operates out of Charlotte, North Carolina. The firm has 11 employees and manages assets totaling $709.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Mcshane Partners includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mcshane Partners Brokerage Details
$709,000,000
11
315
$2,250,794
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniele Donahoe Work History
Waverly Advisors, LLC
Rinehart Wealth Management
Disclosures
Please visit the SEC profile of Daniele Donahoe 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 Mcshane Partners
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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