Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Donato Mulholland is a financial advisor with over 27 years of experience in the financial services industry. Daniel is currently registered with Crews & Associates, Inc. and is licensed to provide investment advice in a number of states. Daniel has previously held positions at BUCKLER SECURITIES LLC, CREDIT AGRICOLE SECURITIES (USA) INC., BNY MELLON CAPITAL MARKETS, LLC, RBC CAPITAL MARKETS, LLC, CREDIT SUISSE SECURITIES (USA) LLC, MERRILL LYNCH GOVERNMENT SECURITIES INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/16/2022 - Present
Crews & Associates, Inc. (New York NY)
CT
06/10/2022 - 11/16/2022
BUCKLER SECURITIES LLC (Greenwich CT)
NY
12/09/2014 - 08/31/2021
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
07/12/2012 - 10/16/2014
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NY
01/06/2009 - 05/25/2012
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/17/2008 - 01/22/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/07/1994 - 02/08/2008
MERRILL LYNCH GOVERNMENT SECURITIES INC. (NEW YORK NY)
NY
10/07/1994 - 02/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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