Unclaimed Profile

Daniel Joseph Kilroy

SORRENTO PACIFIC FINANCIAL, LLC·SAN DIEGO, California

SIE, Series 6, Series 27, Series 99TOClean recordSORRENTO PACIFIC FINANCIAL, LLC

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 2022798Firm CRD# 127787

Profile Verification

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

Identity

Daniel Joseph Kilroy · SAN DIEGO, CA

Registration

CRD #2022798 · SORRENTO PACIFIC FINANCIAL, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SORRENTO PACIFIC FINANCIAL, LLC

CRD 127787 · SEC 801-70354

AUM

$193M

Regulatory assets under management

Employees

256

876 client accounts

Services offered by SORRENTO PACIFIC FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SORRENTO PACIFIC FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Kilroy offer?

Daniel Joseph Kilroy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Daniel Joseph Kilroy's credentials?

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

Where is Daniel Joseph Kilroy located?

Daniel Joseph Kilroy is based in SAN DIEGO, California, working with SORRENTO PACIFIC FINANCIAL, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Daniel Joseph Kilroy charge for services?

Daniel Joseph Kilroy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SORRENTO PACIFIC FINANCIAL, LLC?

SORRENTO PACIFIC FINANCIAL, LLC has approximately 256 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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