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Daniel Adam Mack

PURSELL MANAGEMENT CO. LLC·PEACHTREE CORNERS, Georgia
SIE, Series 7, Series 7TO, Series 65, Series 66Clean record17 years registeredPURSELL MANAGEMENT CO. LLC
3930 EAST JONES BRIDGE ROAD, PEACHTREE CORNERS, GA 30092CRD# 5524498Firm CRD# 302011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Adam Mack · PEACHTREE CORNERS, GA
Registration
CRD #5524498 · PURSELL MANAGEMENT CO. LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PURSELL MANAGEMENT CO. LLC
Apr 2022May 2024
PEACHTREE CORNERS, GA
Nov 2017Apr 2018
ATLANTA, GA
Nov 2013Jul 2015
ATLANTA, GA
Sep 2008Sep 2013
WATKINSVILLE, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 65
Series 66
Registration record
First registered · September 12, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PURSELL MANAGEMENT CO. LLC
CRD 302011 · SEC 801-115285
AUM
$618M
Regulatory assets under management
Employees
5
391 client accounts
Services offered by PURSELL MANAGEMENT CO. LLC
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does Daniel Adam Mack offer?
Daniel Adam Mack specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are Daniel Adam Mack's credentials?
Daniel Adam Mack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Adam Mack located?
Daniel Adam Mack is based in PEACHTREE CORNERS, Georgia, last registered with PURSELL MANAGEMENT CO. LLC.
How does Daniel Adam Mack charge for services?
Daniel Adam Mack's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSELL MANAGEMENT CO. LLC?
PURSELL MANAGEMENT CO. LLC has approximately 5 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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