Dennis D. Mcnamara

WHEALTH ADVISORS

Red Bank, NJ 07701

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CRD#: 6525080

Professional summary

Dennis Delaney Mcnamara, AIF®, CFP® is a registered financial advisor currently at WHEALTH ADVISORS located in Red Bank, New Jersey.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dennis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Dennis Delaney Mcnamara's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 18, 2019 - Present

WHEALTH ADVISORS

Office #1: 43 W Front St, Ste 16, Red Bank, NJ 07701

RIA

CRD#: 304669

Red Bank, NJ

Past

April 4, 2017 - May 10, 2019

LIGHTHOUSE FINANCIAL ADVISORS, INC.

RIA

CRD#: 121496

RED BANK, NJ

Past

October 7, 2015 - September 8, 2016

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

August 25, 2015 - September 8, 2016

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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

New Jersey
(7/18/2019)

IAR

New York
(8/8/2021)

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

IAR

Series 66

Date: 9/29/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2015

General Securities Representative Examination

Current Firm

WHEALTH ADVISORS

WHEALTH ADVISORS | WHEALTH ADVISORS, LLC

CRD#: 304669 / SEC#:

New Jersey

Registered Investment Advisory firm - (7/18/2019 Approved)

New York

Registered Investment Advisory firm - (8/6/2019 Approved)

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Contact information

Main Address

43 W Front St, Ste 16, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 852-5089

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 66,139,187

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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Dennis D. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Delaney Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHEALTH ADVISORS

LIGHTHOUSE FINANCIAL ADVISORS, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2015

SIE

Date: 9/8/2016

Series 7

Date: 8/25/2015

Current Firm

WHEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WHEALTH ADVISORS

TRUST BUT VERIFY

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