Daniel William Doherty
Investment adviser representative at Financial Transparency
29 yearsExperience
1 stateRegistered in
PFSDesignation
$322.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Financial TransparencyJul 2018 to now
- Envision Financial Transparency, LLCJul 2018 to now
- Maclean, Holloway, Doherty, Adrfiff & Sheehan, P.C.Oct 1997 to now
- Cssc Brokerage Services, Inc.Mar 2007 to Jul 2018
- Cssc Insurance Services, Inc.Jun 1999 to Jul 2018
- Cssc Investment Advisory ServicesJun 1999 to Jul 2018
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Financial Transparency
Legal name: Envision Financial Transparency, LLC
$322.3MAssets managed
235Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256013
- Firm CRD
- 297713