AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

Daniel Michael Mccarthy

GOULDIN & MCCARTHY, LLC·BASKING RIDGE, New Jersey
Clean recordGOULDIN & MCCARTHY, LLC
180 MOUNT AIRY ROAD, BASKING RIDGE, NJ 07920CRD# 4726536Firm CRD# 129397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Michael Mccarthy · BASKING RIDGE, NJ
Registration
CRD #4726536 · GOULDIN & MCCARTHY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Michael Mccarthy is a registered financial advisor based in BASKING RIDGE, New Jersey, affiliated with GOULDIN & MCCARTHY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
GOULDIN & MCCARTHY, LLC
GOULDIN & MCCARTHY, LLC
AUM
$364M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GOULDIN & MCCARTHY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4726536
Firm CRD# 129397
View on FINRA BrokerCheck →

Looking for a financial advisor in BASKING RIDGE?

Browse all registered financial advisors in BASKING RIDGE, New Jersey or claim this profile if it's yours.

Browse BASKING RIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Michael Mccarthy offer?
Daniel Michael Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.
What are Daniel Michael Mccarthy's credentials?
Daniel Michael Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Michael Mccarthy located?
Daniel Michael Mccarthy is based in BASKING RIDGE, New Jersey, working with GOULDIN & MCCARTHY, LLC. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.
How does Daniel Michael Mccarthy charge for services?
Daniel Michael Mccarthy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOULDIN & MCCARTHY, LLC?
GOULDIN & MCCARTHY, LLC has approximately 10 employees and manages $364M 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 →

Other Advisors at GOULDIN & MCCARTHY, LLC

Michael Hayes Gouldin
BASKING RIDGE, NJ

More Advisors in BASKING RIDGE, New Jersey

Debra Lynn Schatzki
BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, NJ
Anthony Theodore Skiadas
VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, NJ
Matthew David Ellis
VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, NJ
Robert John Barish
VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, NJ
Stephen Anthony Devaney
VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, NJ
William Lee Horton Jr.
VERIZON INVESTMENT MANAGEMENT CORP.·BASKING RIDGE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile