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Daniel Thomas Gilheney

FMF&E WEALTH MANAGEMENT, LLC·SYRACUSE, New York
Unclaimed Profile
125 EAST JEFFERSON STREET, SYRACUSE, NY 13202CRD# 5485568Firm CRD# 125721
01

About

Daniel Thomas Gilheney is a registered financial advisor based in SYRACUSE, New York, affiliated with FMF&E WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FMF&E WEALTH MANAGEMENT, LLC
FMF&E WEALTH MANAGEMENT, LLC
AUM
$358M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FMF&E WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5485568
Firm CRD# 125721
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Thomas Gilheney offer?
Daniel Thomas Gilheney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Daniel Thomas Gilheney's credentials?
Daniel Thomas Gilheney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Thomas Gilheney located?
Daniel Thomas Gilheney is based in SYRACUSE, New York, working with FMF&E WEALTH MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Daniel Thomas Gilheney charge for services?
Daniel Thomas Gilheney'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 FMF&E WEALTH MANAGEMENT, LLC?
FMF&E WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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