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Daniel Patrick Cronin

Anchor Capital Advisors LLC

Boston, MA

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Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-09
  • MA RA
    APPROVED
    Since 2024-05-09

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Icapital Securities, Llc Boston MA 10/2015 04/2017
Charles Schwab& Co., Inc. Boston MA 09/2018 10/2021
Truclarity Boston MA 06/2017 06/2018
Anchor Capital Advisors Llc Boston MA 04/2024 Present
Allocate Management Company, Llc Menlo Park CA 04/2022 04/2024
Unemployed Boston MA 10/2021 04/2022
  • 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
Exams
CodeExamDate
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
  • 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

View on SEC IAPD

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