Unclaimed Profile

Daniel Patrick Cronin

ALLOCATE MANAGEMENT COMPANY, LLC·MENLO PARK, California

SIE, Series 6, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 65, Series 66Clean record13 years registeredALLOCATE MANAGEMENT COMPANY, LLC

1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 1895764Firm CRD# 316814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Patrick Cronin · MENLO PARK, CA

Registration

CRD #1895764 · ALLOCATE MANAGEMENT COMPANY, LLC · 13 years registered

Brand Profile

Not yet started

Career History

ANCHOR CAPITAL ADVISORS LLC

May 2024 – present

MBSC SECURITIES CORPORATION

Mar 2013 – Feb 2014

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · March 11, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLOCATE MANAGEMENT COMPANY, LLC

CRD 316814 · SEC 801-126667

AUM

$482M

Regulatory assets under management

Employees

45 client accounts

Services offered by ALLOCATE MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ALLOCATE MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Patrick Cronin offer?

Daniel Patrick Cronin specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Daniel Patrick Cronin's credentials?

Daniel Patrick Cronin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Patrick Cronin located?

Daniel Patrick Cronin is based in MENLO PARK, California, working with ALLOCATE MANAGEMENT COMPANY, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Daniel Patrick Cronin charge for services?

Daniel Patrick Cronin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLOCATE MANAGEMENT COMPANY, LLC?

ALLOCATE MANAGEMENT COMPANY, LLC has approximately 15 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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