Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Herlihy is an investment advisor representative with Captrust. David is also licensed as an Investment Advisor in Massachusetts. David has over 16 years of experience in the financial services industry. David is licensed to provide investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. David is a Series 7, 63, 65 and 24 licensed professional.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
06/10/2024 - Present
Captrust (Boston MA)
MA
09/10/2013 - 12/31/2020
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
06/29/2007 - 12/31/2020
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 02/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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