Daniel William Farrell
Investment adviser representative at Core Planning
12 yearsExperience
10 statesRegistered in
CFADesignation
$525MFirm assets
Are you Daniel William Farrell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Core Planning LLCAug 2025 to now
- MercerApr 2024 to Aug 2025
- The Vanguard Group, Inc.Mar 2019 to May 2024
- OppenheimerfundsNov 2017 to Mar 2019
- UnemployedApr 2017 to Nov 2017
- Oppenheimer & Co. Inc.May 2014 to Apr 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 10 states (AR, CT, FL, MD, MI, MO, NJ, NY, PA, TX).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6339117
- Firm CRD
- 154660