AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DP

Daniel E. Pastore

ALIRA HEALTH TRANSACTION SERVICES
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 3276833
DP

Professional summary

Daniel Eric Pastore is a registered financial professional currently at ALIRA HEALTH TRANSACTION SERVICES, LLC located in Boston, Massachusetts.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1999. Daniel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Daniel Eric Pastore'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®
None

Experience

Current

August 3, 2022 - Present

ALIRA HEALTH TRANSACTION SERVICES, LLC

Office #1: 155 Federal Street Suite 700, Boston, MA 02110
BD
CRD#: 140203
BOSTON, MA
Past

February 9, 2018 - August 1, 2022

SILVERWOOD PARTNERS

BD
CRD#: 115589
SHERBORN, MA
Past

March 31, 2014 - February 11, 2016

IRC SECURITIES LLC

BD
CRD#: 150022
NEW YORK, NY
Past

February 16, 2012 - February 22, 2013

IRC SECURITIES LLC

BD
CRD#: 150022
NEW YORK, NY
Past

October 22, 2010 - December 1, 2011

CAPFI PARTNERS LLC

BD
CRD#: 113795
NEW YORK, NY
Past

August 26, 2010 - February 26, 2013

POTOMAC RESEARCH GROUP

RIA
CRD#: 151983
BOSTON, MA
Past

November 24, 2004 - March 30, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
BOSTON, MA
Past

April 10, 2003 - November 10, 2004

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

March 1, 2002 - April 11, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

April 30, 2001 - March 1, 2002

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

September 11, 2000 - April 30, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

November 24, 1999 - August 23, 2000

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/17/2022)
RR
California
(10/24/2022)
RR
Colorado
(10/24/2022)
RR
Connecticut
(10/24/2022)
RR
Florida
(10/24/2022)
RR
Georgia
(10/24/2022)
RR
Illinois
(9/26/2022)
RR
Indiana
(10/24/2022)
RR
Massachusetts
(8/3/2022)
RR
Michigan
(10/24/2022)
RR
Minnesota
(3/20/2023)
RR
Nevada
(8/16/2022)
RR
New York
(10/24/2022)
RR
North Carolina
(10/24/2022)
RR
Ohio
(10/25/2022)
RR
Oregon
(10/24/2022)
RR
Pennsylvania
(10/24/2022)
RR
Rhode Island
(10/24/2022)
RR
South Carolina
(10/24/2022)
RR
Texas
(8/22/2022)
RR
Utah
(10/24/2022)
RR
Vermont
(8/8/2022)
RR
Virginia
(8/10/2022)
RR
Washington
(10/24/2022)
RR
Wisconsin
(10/24/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/23/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/25/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AH
ALIRA HEALTH TRANSACTION SERVICES, LLC
ALIRA HEALTH | KADENWOOD CAPITAL, LLC | JOHNSTON BLAKELY & COMPANY, LLC | FUSEFI | CMC TRANSACTION SERVICES, LLC | ALIRA HEALTH TRANSACTION SERVICES. LLC | ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203 / SEC#: , 8-67294

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1 Grant Street, Framingham, MA 01702-6758
Mailing Address
1 Grant Street, Framingham, MA 01702-6758
Phone number
(774) 777-5255
Established
Massachusetts since 02/06/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALIRA HEALTH BOSTON, LLCOWNER
CUCCIA, GARY JOHNCHIEF FINANCIAL OFFICER1386493
O'KEEFE, JOHN JOSEPHCHIEF COMPLIANCE OFFICER7601882
PASTORE, DANIEL ERICMANAGER3276833

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.

Company Information

ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203Boston, MA 02110

TRUST BUT VERIFY

Monitor Daniel Pastore

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.