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Daniel James O'rourke

Daniel James O'rourke

CFP®
STRATHMORE CAPITAL ADVISORS
Pooler, GA
·CRD# 4768908·22 years experience

Professional Summary

Daniel James O'rourke, CFP®, who also goes by Dan O'rourke, is a registered financial advisor currently at STRATHMORE CAPITAL ADVISORS located in Pooler, Georgia. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Under $50K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Small Business Planning
  • Retirement Income Management
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Business Succession Planning
  • Insurance Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • Tax Planning
  • Employee and Employer Plan Benefits
  • Budgeting

Other Aliases

Dan O'rourke

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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MORGAN STANLEY

Savannah, GA · CRD#
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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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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.

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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MORGAN STANLEY

Savannah, GA · CRD#
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Credentials

CFP®
Certified Financial PlannerSince 2008

Years of Experience

22 years in the financial services industry

Current & Past Employments

STRATHMORE CAPITAL ADVISORS·CRD# 135008
RIA
1145 Us Hwy 80 Suite F, Pooler, GA 31322
March 6, 2026 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Hilton Head, SC
April 27, 2022 - February 27, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
Hilton Head, SC
April 6, 2022 - February 27, 2026
WELLSPRING WEALTH MANAGEMENT LLC·CRD# 134834
RIA
Alpharetta, GA
March 16, 2022 - March 19, 2026
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Malvern, PA
July 15, 2004 - March 21, 2022

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Current Firm

SC
STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984
RIA
Registered Investment Advisory firm - SEC (1/4/2016 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (1/29/2016 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (1/29/2016 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2825 South Blvd. Suite 350, Charlotte, NC 28209

Phone Number

(704) 364-4241

# of Employees

17

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATHMORE CAPITAL ADVISORS FORM ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,594

AUM (Assets Under Management)

$805,034,607

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) 04/13/2022 - Wellspring Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 04/13/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 04/14/2022 - Wellspring Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/13/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 3) 04/21/2022 - PLANMARK CAPITAL MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/21/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading. 4) 04/21/2022 - Wellspring Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/21/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 06/30/2022 - Wellspring Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/10/2022 - 40 Hours Per Month/ 40 Hours During Securities Trading.

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Savannah, GA · CRD#
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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".
SC
STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984
RIA
Registered Investment Advisory firm - SEC (1/4/2016 Approved)
District of Columbia
Registered Investment Advisory firm - District of Columbia (1/29/2016 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (1/29/2016 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Georgia
(3/20/2026)
IAR
South Carolina
(3/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2004About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel James O'rourke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Daniel

  • Small Business Planning
  • Retirement Income Management
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Business Succession Planning
  • Insurance Planning
  • Comprehensive Financial Planning
  • Estate Planning
  • Tax Planning
  • Employee and Employer Plan Benefits
  • Budgeting

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MORGAN STANLEY

Savannah, GA · CRD#
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Daniel James O'rourke
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