Daniel Finnerty (CRD# 5602437) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsbury Capital Investment Advisors LLC | Evanston, IL | Mar 2012 - Current | 12 |
| Sw Financial | Melville, NY | Dec 2020 - May 2023 | 2 |
| Kingsbury Capital, Inc. | Evanston, IL | Jan 2015 - Dec 2019 | 4 |
| Freedom Investors Corp. | Evanston, IL | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- NC
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Total Assets Under Management136MILLIONS
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Total Number of Accounts605ACCOUNTS
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Average Account Value$225,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, FL, IL, MO, NC, OH, TX, WI
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