Daniel W. Farrell
Professional summary
Daniel William Farrell, who also goes by Daniel Farrell, is a registered financial advisor currently at CORE PLANNING located in Devon, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel William Farrell's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2025 - Present
CORE PLANNING
October 29, 2019 - March 28, 2024
VANGUARD MARKETING CORPORATION
December 5, 2017 - March 28, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
July 22, 2014 - April 30, 2017
OPPENHEIMER & CO. INC.
Primary Firm SEC Registration
CORE PLANNING
CRD#: 154660 / SEC#: 801-131950
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2025)
(9/10/2025)
(9/4/2025)
(9/4/2025)
Exams
Current Firm
CORE PLANNING
CRD#: 154660 / SEC#: 801-131950
Contact information
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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