Unclaimed Profile

John Daniel O'dea

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC·BETHESDA, Maryland

Clean recordMIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

7255 WOODMONT AVENUE,, BETHESDA, MD 20814CRD# 6825331Firm CRD# 285820

Profile Verification

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

Identity

John Daniel O'dea · BETHESDA, MD

Registration

CRD #6825331 · MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Daniel O'dea is a registered financial advisor based in BETHESDA, Maryland, affiliated with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

AUM

$8.2B

Regulatory assets under management

Employees

320

Total firm employees

View all advisors at MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6825331

Firm CRD# 285820

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Daniel O'dea offer?

John Daniel O'dea specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are John Daniel O'dea's credentials?

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

Where is John Daniel O'dea located?

John Daniel O'dea is based in BETHESDA, Maryland, working with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does John Daniel O'dea charge for services?

John Daniel O'dea'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 MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC?

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC has approximately 320 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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