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Daniel Michael Mccarthy

GOULDIN & MCCARTHY, LLC·BASKING RIDGE, New Jersey
SIE, Series 7, Series 65Clean record13 years registeredGOULDIN & 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

ONEDIGITAL
Dec 2021 – present
GOULDIN & MCCARTHY, LLC
Feb 2013 – Jul 2022
BASKING RIDGE, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · February 8, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOULDIN & MCCARTHY, LLC
CRD 129397 · SEC 801-110810
AUM
$364M
Regulatory assets under management
Employees
10
777 client accounts
Services offered by GOULDIN & MCCARTHY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOULDIN & MCCARTHY, LLC →
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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.
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