Individual Firm
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DANIEL MICHAEL MCCARTHY
CRD#: 4726536
IA
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ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 180 Mt. Airy Road
Suite 203
Basking Ridge, NJ 07920
Suite 203
Basking Ridge, NJ 07920
0
Disclosures
21
Years of Experience
View By:
State Registrations
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New Jersey 12/2/2021
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Registered with this firm since 12/2/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 08/23/2024 - 09/24/2024 | Basking Ridge, NJ | |
B | 01/18/2022 - 08/23/2024 | Basking Ridge, NJ | |
IA | 02/08/2013 - 07/20/2022 | BASKING RIDGE, NJ | |
B | 02/23/2004 - 01/14/2022 | BASKING RIDGE, NJ |
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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.
IA
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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.