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DANIEL MICHAEL MCCARTHY
CRD#: 4726536
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Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 180 Mt. Airy Road
Suite 203
Basking Ridge, NJ 07920
Registration History
200420062008201020122014201620182020202220242026IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2021 - Present (3 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - 2024 (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2022 - 2024 (2 years)BAPW CAPITAL, INC. (CRD# 43814)2004 - 2022 (17 years)IAGOULDIN & MCCARTHY, LLC (CRD# 129397)2013 - 2022 (9 years)
License(s)

State Registrations

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New Jersey 12/2/2021

Current Registration(s)
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ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
180 Mt. Airy Road Suite 203, Basking Ridge, NJ 07920
Registered with this firm since 12/2/2021

Previous Registration(s)
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08/23/2024 - 09/24/2024 OSAIC WEALTH, INC. (CRD#:23131) Basking Ridge, NJ
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01/18/2022 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Basking Ridge, NJ
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02/08/2013 - 07/20/2022 GOULDIN & MCCARTHY, LLC (CRD#:129397) BASKING RIDGE, NJ
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02/23/2004 - 01/14/2022 APW CAPITAL, INC. (CRD#:43814) BASKING RIDGE, NJ
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.