Daniel Patrick Cronin

Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 04/2017
  Icapital Securities, Llc
  Boston, MA
• 09/2018 → 10/2021
  Charles Schwab& Co., Inc.
  Boston, MA
• 06/2017 → 06/2018
  Truclarity
  Boston, MA
• 04/2024 → Present
  Anchor Capital Advisors Llc
  Boston, MA
• 04/2022 → 04/2024
  Allocate Management Company, Llc
  Menlo Park, CA
• 10/2021 → 04/2022
  Unemployed
  Boston, MA

Previous Registrations

• 2013-03-11 → 2014-02-05
  Bny Mellon Securities Corporation
  New York, NY
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-09
• S65 Uniform Investment Adviser Law Examination
  1992-04-24
• S63 Uniform Securities Agent State Law Examination
  1990-07-23

Other Names

• Dan Cronin