AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

Daniel Gerard Finnerty

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC·EVANSTON, Illinois
SIE, Series 7, Series 24, Series 28, Series 63, Series 65, Series 99TOClean record13 years registeredKINGSBURY CAPITAL INVESTMENT ADVISORS LLC
ONE ROTARY CENTER, EVANSTON, IL 60201CRD# 5602437Firm CRD# 145658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Gerard Finnerty · EVANSTON, IL
Registration
CRD #5602437 · KINGSBURY CAPITAL INVESTMENT ADVISORS LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
May 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 28
Series 63
Series 65
Series 99TO
Registration record
First registered · May 17, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
CRD 145658 · SEC 801-118323
AUM
$136M
Regulatory assets under management
Employees
8
605 client accounts
Services offered by KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EVANSTON?

Browse all registered financial advisors in EVANSTON, Illinois or claim this profile if it's yours.

Browse EVANSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Gerard Finnerty offer?
Daniel Gerard Finnerty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Daniel Gerard Finnerty's credentials?
Daniel Gerard Finnerty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Gerard Finnerty located?
Daniel Gerard Finnerty is based in EVANSTON, Illinois, working with KINGSBURY CAPITAL INVESTMENT ADVISORS LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Daniel Gerard Finnerty charge for services?
Daniel Gerard Finnerty's firm is compensated through percentage of aum, hourly charges, 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 KINGSBURY CAPITAL INVESTMENT ADVISORS LLC?
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC has approximately 8 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in EVANSTON, Illinois

Anthony John Sapienza
GRYPHON ADVISORS, LLC·EVANSTON, IL
David Jay Snyderman
MAGNETAR FINANCIAL LLC·EVANSTON, IL
Eric Arthur Bederman
ROMANO BROTHERS AND COMPANY·EVANSTON, IL
John P Swee
GRYPHON ADVISORS, LLC·EVANSTON, IL
Joseph Richardviktory Romano
ROMANO BROTHERS AND COMPANY·EVANSTON, IL
CFP
Lance Ari Donenberg
EVANSTON CAPITAL MANAGEMENT, LLC·EVANSTON, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile