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Daniel Charles McCarthy

Wealthcare Advisory Partners LLC

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About Daniel Charles McCarthy

Daniel McCarthy is a financial advisor with Wealthcare Advisory Partners LLC. Daniel has over 5 years of experience in the financial services industry. Daniel is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses. Daniel is registered to provide investment advisory services in Pennsylvania. Daniel provides financial planning, pension consulting, and selection of other advisors. Daniel also manages portfolios for individuals and businesses.

Firm Information

Daniel McCarthy is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel McCarthy’s Registration & Firm History

PA

01/11/2017 - Present

Wealthcare Advisory Partners LLC (Westchester PA)

PA

03/04/2016 - 11/18/2016

LPL FINANCIAL LLC (WEST CHESTER PA)

PA

08/30/2013 - 02/19/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 09/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Charles McCarthy.
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