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Daniel R. O'halloran

THE GENWEALTH GROUP
Maplewood, NJ 07040
Some features on this profile are disabled
CRD#: 7634532
DO

Professional summary

Daniel Robert O'halloran is a registered financial advisor currently at THE GENWEALTH GROUP, INC. located in Maplewood, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 2 firms and has passed the Series 65 exam.

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 Daniel Robert O'halloran'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

November 28, 2023 - Present

THE GENWEALTH GROUP, INC.

Office #1: 6 Inwood Place, Maplewood, NJ 07040
RIA
CRD#: 154569
Maplewood, NJ
Past

November 15, 2022 - August 21, 2023

EMISSARY WEALTH

RIA
CRD#: 308002
HACKENSACK, NJ

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".
TG
THE GENWEALTH GROUP, INC.
THE GENWEALTH GROUP, INC.

CRD#: 154569 / SEC#: 801-71876

RIA
Registered Investment Advisory firm - (10/21/2010 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 Jersey
(11/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/17/2022
Uniform Investment Adviser Law Examination

Current Firm

TG
THE GENWEALTH GROUP, INC.
THE GENWEALTH GROUP, INC.

CRD#: 154569 / SEC#: 801-71876

RIA
Registered Investment Advisory firm - (10/21/2010 Approved)
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Contact information

Main Address
6 Inwood Place, Maplewood, NJ 07040
Mailing Address
Phone number
(973) 761-0400
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 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

THE GENWEALTH GROUP, INC. ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts261
AUM (Assets Under Management)$ 483,883,490

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

THE GENWEALTH GROUP, INC.

CRD#: 154569Maplewood, NJ 07040

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