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Daniel Rory Mccarty

Corecap Advisors

Southfield, MI

CRD 4509328

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Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-13
  • MI RA
    APPROVED
    Since 2025-06-13

Branch Locations

27777 Franklin Road Suite 700, Southfield, MI 48034 • 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
Corecap Investments, Llc Southfield MI 10/2016 Present
  • 10/2016 → Present
    Corecap Investments, Llc
    Southfield, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-06-11
Other Names
  • Dan Mccarty

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
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Nearby Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje

Nearby Offices

EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI

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