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DM

Daniel D. Mcgurl

SAVVY
NEW YORK, NY 10001
Some features on this profile are disabled
CRD#: 7088182
DM

Professional summary

Daniel David Mcgurl, who also goes by Daniel David Mcgurl, Daniel David Dever Mcgurl, is a registered financial advisor currently at SAVVY located in New York, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 4 firms and has passed the Series 65, SIE and Series 6TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel David Mcgurl | Daniel David Dever Mcgurl

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 Daniel David Mcgurl'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

March 16, 2026 - Present

SAVVY

Office #1: 111 West 33rd Street Unit 1410, New York, NY 10001
RIA
CRD#: 318493
NEW YORK, NY
Past

December 11, 2023 - June 30, 2025

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
New York, NY
Past

May 17, 2022 - December 8, 2023

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
New York, NY
Past

October 27, 2021 - December 31, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW YORK, NY
Past

September 6, 2019 - September 30, 2020

SENTINEL PENSION ADVISORS, LLC.

RIA
CRD#: 109901
WAKEFIELD, MA

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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

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 York
(3/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/23/2021
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493New York, NY 10001

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