Daniel Donihue, financial advisor Castaic CA
93 score

Daniel Donihue

CRD Number: 5410711
Current Firm: Fusion Capital Management

Daniel Donihue (CRD# 5410711) is an Investment Advisor Representative working at Fusion Capital Management in Castaic, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN Jun 2014 - Current 2
Fusion Investment Advisors, LLC Castiac, CA Sep 2012 - Current 4
Community National Estate Group, Inc. Castaic, CA Jul 1998 - Current 18
Usa Tax & Ins Svcs Inc. Dba American Investment Svc Palm Harbor, FL Sep 2009 - Sep 2012 3
Empire Capital Partners, LLC Omaha, NE May 2009 - Sep 2009 < 1
Envision Investment Advisors, LLC Omaha, NE Aug 2007 - Apr 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Daniel W. Donihue
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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