Daniel John Monaghan

Employer firm

Liberty Forge LLC CRD 343208

$251M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2018 → 05/2022
  Brown University
  Providence, RI
• 06/2021 → 08/2021
  Pallas Capital Advisors Llc
  Braintree, MA
• 05/2020 → 01/2021
  Smcpa Llc
  Medway, MA
• 05/2018 → 08/2019
  Universal Automation
  Foxborough, MA
• 01/2015 → 08/2019
  Dirty Water Plumbing
  Medway, MA
• 04/2022 → 06/2024
  Scott J Desantis
  Boston, MA
• 06/2022 → 06/2026
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 09/2023 → 06/2024
  Northwestern Mutual Wealth Management Company
  Miwaukee, WI
• 06/2024 → 06/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2024 → 06/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2026 → Present
  Liberty Forge Llc
  Boston, MA
• 06/2026 → Present
  Liberty Sun Llc
  Boston, MA

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Designations

• Certified Financial Planner