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Daniel B Deighan

Castleoak Securities, LP

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About Daniel B Deighan

Daniel Deighan is a financial professional with over five years of experience in the securities industry. Daniel is currently registered with Castleoak Securities, LP in New York. Daniel holds Series 7, Series 7TO, Series 63, and SIE licenses. Daniel has previously worked at BNY Mellon Capital Markets, LLC.

Firm Information

Daniel Deighan is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Deighan’s Registration & Firm History

NY

10/09/2021 - Present

Castleoak Securities, LP (NEW YORK NY)

NY

06/15/2016 - 06/02/2017

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel B Deighan.
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