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Daniel Michael Mccarthy

GOULDIN & MCCARTHY, LLC·BASKING RIDGE, New Jersey
Unclaimed Profile
180 MOUNT AIRY ROAD, BASKING RIDGE, NJ 07920CRD# 4726536Firm CRD# 129397
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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