Daniel Mcgurl

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2018 → 09/2020
  Sentinel Benefits & Financial Group
  Wakefield, MA
• 09/2014 → 05/2018
  Gettysburg College
  Gettysburg, PA
• 06/2017 → 08/2017
  Patriot Properties
  Marblehead, MA
• 06/2018 → 07/2018
  Unemployed
  Winchester, MA
• 09/2020 → 11/2020
  Unemployed
  Hoboken, NJ
• 11/2020 → 12/2021
  Massmutual Life Insurance Co
  New York, NY
• 03/2021 → 12/2021
  Mml Investors Services, Llc
  New York, NY
• 01/2022 → 02/2026
  Fortis Capital Advisors, Llc
  Reno, NV
• 03/2026 → Present
  Savvy Wealth
  New York, NY

Previous Registrations

• 2022-05-17 → 2025-06-30
  Fortis Capital Advisors, Llc
  Hoboken, NJ
  Prairie Village, KS
  New York, NY
• 2019-09-06 → 2020-09-30
  Sentinel Pension Advisors, Llc.
  Wakefield, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-23

Other Names

• Daniel David Dever Mcgurl
• Daniel David Mcgurl