DP
Daniel Patrick O'halloran
CRD 1391521
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Asset Strategies,Inc | Registered representative | 07/20/2026 |
| Chicago Capital Management Advisors, Llc | Registered representative | 07/20/2026 |
| American Trust Investment Services Advisory, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Chicago Capital Management Advisors, Llc
Chief Compliance Officer · 10% – 25% · Aug 2024
-
Chicago Capital Management Advisors, Llc
Officer Of Holding Company And Advisory · GP / trustee / elected manager · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗