Daniel James O'rourke
Investment adviser representative at Strathmore Capital Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$805MFirm 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
Experience
14 years in the industry.
- Strathmore Capital Advisors, Inc.Feb 2026 to now
- LPL Financial LLCApr 2022 to Feb 2026
- Wellspring Wealth ManagementFeb 2022 to Feb 2026
- The Vanguard Group, Inc.Dec 2016 to Feb 2022
- Vanguard Marketing CorporationApr 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Strathmore Capital Advisors
Legal name: Strathmore Capital Advisors, Inc.
$805MAssets managed
501Clients
11Advisers
10 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
- 4768908
- Firm CRD
- 135008