AdvisorOS Directory
Claim Profile
Unclaimed Profile
DO

Daniel Ray Jr Overcash

BODELL OVERCASH ANDERSON & CO., INC.·JAMESTOWN, New York
SIE, Series 00, Series 1, Series 4, Series 7TO, Series 14, Series 24, Series 52TO, Series 63, Series 99TOCFP5 years registeredBODELL OVERCASH ANDERSON & CO., INC.
FENTON BUILDING, SUITE 200, JAMESTOWN, NY 14701CRD# 354430Firm CRD# 5148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Ray Jr Overcash · JAMESTOWN, NY
Registration
CRD #354430 · BODELL OVERCASH ANDERSON & CO., INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

CHELSEA ADVISORY SERVICES, INC
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 00
Series 1
Series 4
Series 7TO
Series 14
Series 24
Series 52TO
Series 63
Series 99TO
Registration record
First registered · November 18, 2020
Years registered · 5
Professional designation · CFP
03

Disclosure History

2014Customer Dispute·Award / Judgment
1977Regulatory·Final
1971Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BODELL OVERCASH ANDERSON & CO., INC.
CRD 5148 · SEC 801-80931
AUM
$4M
Regulatory assets under management
Employees
5
4 client accounts
Services offered by BODELL OVERCASH ANDERSON & CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BODELL OVERCASH ANDERSON & CO., INC. →
Introduction

Speak with Daniel Ray Jr

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel Ray Jr is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JAMESTOWN?

Browse all registered financial advisors in JAMESTOWN, New York or claim this profile if it's yours.

Browse JAMESTOWN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Ray Jr Overcash offer?
Daniel Ray Jr Overcash specializes in Financial Planning, Investment Management. Contact their office in JAMESTOWN, New York for a consultation.
What are Daniel Ray Jr Overcash's credentials?
Daniel Ray Jr Overcash holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Ray Jr Overcash located?
Daniel Ray Jr Overcash is based in JAMESTOWN, New York, working with BODELL OVERCASH ANDERSON & CO., INC.. Their office serves clients in the JAMESTOWN metropolitan area and surrounding communities.
How does Daniel Ray Jr Overcash charge for services?
Daniel Ray Jr Overcash'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 BODELL OVERCASH ANDERSON & CO., INC.?
BODELL OVERCASH ANDERSON & CO., INC. has approximately 5 employees and manages $4M 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 BODELL OVERCASH ANDERSON & CO., INC.

John Edward Anderson
JAMESTOWN, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile