Daniel Thomas Mcisaac
Professional Summary
Daniel Thomas Mcisaac, who also goes by Daniel Thomas Mcisaac, Daniel Mcisaac, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1995 - 2024. Daniel had worked at 4 firms and has passed the SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Thomas Mcisaac, Daniel Mcisaac
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
KPMC CORPORATE FINANCE LLC | KPMG CORPORATE FINANCE LLC
Contact Information
Main Address
200 E. Randolph Street Suite 5500, Chicago, IL 60601-6436Mailing Address
200 E. Randolph Street Suite 5500, Chicago, IL 60601-6436Phone Number
(312) 665-3100Established
Delaware since 02/08/2000Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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