Daniel R. Lamacchia

WORTHINGTON WEALTH MANAGEMENT

Worthington, OH 43085

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CRD#: 1253052

Professional summary

Daniel Richard Lamacchia, CFP®, who also goes by Daniel R Lamacchia, is a registered financial advisor currently at WORTHINGTON WEALTH MANAGEMENT located in Worthington, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Daniel has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel R Lamacchia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Richard Lamacchia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 30, 2021 - Present

WORTHINGTON WEALTH MANAGEMENT

Office #1: 57 East Wilson Bridge Road Suite 300, Worthington, OH 43085

RIA

CRD#: 312951

Worthington, OH

Past

March 26, 2012 - May 4, 2021

BENJAMIN F. EDWARDS & COMPANY, INC.

RIA

CRD#: 146936

COLUMBUS, OH

Past

March 23, 2012 - May 4, 2021

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936

COLUMBUS, OH

Past

January 1, 2008 - March 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DUBLIN, OH

Past

January 1, 2008 - March 26, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DUBLIN, OH

Past

January 1, 2000 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

DUBLIN, OH

Past

February 2, 1996 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

DUBLIN, OH

Past

May 16, 1984 - February 10, 1996

SWENEY CARTWRIGHT & COMPANY

CRD#: 3546

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON FINANCIAL PARTNERS LLC | WORTHINGTON WEALTH MANAGEMENT

CRD#: 312951 / SEC#: 801-120511

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/30/2021)

IAR

Texas
(4/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 6/5/2012

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 5/15/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/15/1991

General Securities Principal Examination

Current Firm

WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON FINANCIAL PARTNERS LLC | WORTHINGTON WEALTH MANAGEMENT

CRD#: 312951 / SEC#: 801-120511

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

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Contact information

Main Address

57 East Wilson Bridge Road Suite 300, Worthington, OH 43085

Mailing Address

Phone number

(614) 368-0769

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WWM ADV PART 2A 2025 (2/4/2025)

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 127,961,399

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel R. Lamacchia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Richard Lamacchia's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENJAMIN F. EDWARDS & COMPANY, INC.

BENJAMIN F. EDWARDS & COMPANY, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

SWENEY CARTWRIGHT & COMPANY

Primary Firm SEC Registration

WORTHINGTON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 3/21/1996

SIE

Date: 10/1/2018

Series 7

Date: 4/14/1984

Series 9

Date: 6/5/2012

Series 10

Date: 5/15/2012

Series 24

Date: 2/15/1991

Current Firm

WORTHINGTON WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTHINGTON WEALTH MANAGEMENT

TRUST BUT VERIFY

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