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Daniel Robert Mcgarrigle

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska
SIE, Series 7, Series 24Clean recordARBOR POINT ADVISORS, LLC
12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 6006371Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robert Mcgarrigle · LAVISTA, NE
Registration
CRD #6006371 · ARBOR POINT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
ARBOR POINT ADVISORS, LLC
CRD 165127 · SEC 801-77135
AUM
$6.9B
Regulatory assets under management
Employees
2,643
28,010 client accounts
Services offered by ARBOR POINT ADVISORS, 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
Introduction

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04

Frequently Asked Questions

What services does Daniel Robert Mcgarrigle offer?
Daniel Robert Mcgarrigle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.
What are Daniel Robert Mcgarrigle's credentials?
Daniel Robert Mcgarrigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Mcgarrigle located?
Daniel Robert Mcgarrigle is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.
How does Daniel Robert Mcgarrigle charge for services?
Daniel Robert Mcgarrigle'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 ARBOR POINT ADVISORS, LLC?
ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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