Unclaimed Profile

Daniel M. Toole

ATLANTIC CAPITAL MANAGEMENT INC.·AMHERST, New York

Series 7, Series 53, Series 63Clean record5 years registeredATLANTIC CAPITAL MANAGEMENT INC.

100 CORPORATE PARKWAY SUITE 302, AMHERST, NY 14226-1200CRD# 4317049Firm CRD# 112998

Profile Verification

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

Identity

Daniel M. Toole · AMHERST, NY

Registration

CRD #4317049 · ATLANTIC CAPITAL MANAGEMENT INC. · 5 years registered

Brand Profile

Not yet started

Career History

F L PUTNAM INVESTMENT MANAGEMENT CO.

Jul 2024 – present

ARBOR CAPITAL MANAGEMENT CORP

Mar 2021 – Dec 2024

AMHERST, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 53

Series 63

Registration record

First registered · March 26, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC CAPITAL MANAGEMENT INC.

CRD 112998 · SEC 801-19111

AUM

$25M

Regulatory assets under management

Employees

28 client accounts

Services offered by ATLANTIC CAPITAL MANAGEMENT INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATLANTIC CAPITAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Daniel M. Toole offer?

Daniel M. Toole specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AMHERST, New York for a consultation.

What are Daniel M. Toole's credentials?

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

Where is Daniel M. Toole located?

Daniel M. Toole is based in AMHERST, New York, working with ATLANTIC CAPITAL MANAGEMENT INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.

How does Daniel M. Toole charge for services?

Daniel M. Toole'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 ATLANTIC CAPITAL MANAGEMENT INC.?

ATLANTIC CAPITAL MANAGEMENT INC. has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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